Connect ArcSite and Contacts+ to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
Create Contact
Get Account Information
Get Teams
Create Tag
Ready to use ArcSite and Contacts+ 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.
New ArcSite Event
Runs when new ArcSite event occurs
New Contact
Triggers when a new contact is added to your Contacts+ account.
Contact Deleted
Triggers when a contact is deleted from your Contacts+ account.
Contact Updated
Triggers when a contact is updated from your Contacts+ account.
New Tag
Triggers when a tag is added from your Contacts+ account.
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Update Project
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.
Add Collaborators
Adds one or more people to the specified project and assigns their roles.
Create Contact
Creates a contact.
Get Account Information
Fetches the authenticated user’s account information .
Get Teams
Gets a list of teams that the user is a member of.
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Frequently Asked Questions
To start, connect both your ArcSite and Contacts+ accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Contacts+ (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Contacts+. This includes choosing which data fields go into which fields of Contacts+, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Contacts+ 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 Contacts+. 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 Contacts+
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
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