Connect ArcSite and Calendly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
When an ArcSite event occurs
Choose an Action
Automatically do this!
Create Scheduling Link
Cancel Scheduled Event
Mark Invitee As No Show
Create One-Time Meeting
List All Event Types
List All Available Slots
Get Current User
List User Event Slots
Create Booking
Ready to use ArcSite and Calendly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when a new project is created in ArcSite.
When an ArcSite event occurs
Runs the workflow automatically whenever an event occurs in ArcSite, such as proposal status changed, proposal payment received, project created, drawing created, project updated, drawing updated, and other supported events.
New Meeting Book or Invitee Created
Triggers when someone books a meeting for any event type.
Invitee Canceled
Trigger when an invitee cancels a scheduled event
Invitee No Show Created
Trigger when an invitee is marked as no-show.
Meeting Is Booked Rescheduled Or Canceled
Runs when Meeting Is Booked Rescheduled Or Canceled.
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Create a new project with essential details like name, owner, and work site information.
Update Project
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.
Invite Team Members
Add team members to your ArcSite project with roles and email addresses, ensuring all details are correct and complete.
Find Projects
Search projects by name or tags and return selected fields.
Get Project
Get ArcSite project by ID
Export Proposal As PDF
Generate a PDF proposal from a drawing using a selected proposal template.
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Step by step guides to integrate ArcSite and Calendly
Frequently Asked Questions
To start, connect both your ArcSite and Calendly accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Calendly (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Calendly. This includes choosing which data fields go into which fields of Calendly, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Calendly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ArcSite and Calendly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreAbout Calendly
Calendly is an online scheduling platform that helps people and teams book meetings, automate reminders and follow-ups, collect payments, and integrate calendars and conferencing tools.
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