
When this happens...

Automatically do this!
Send Coupon by Email
Create Subaccount
Create Directory User
Create a Single Use Session for a coupon
Change Status Directory User
Send Coupon by SMS
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a coupon has a new claim
Triggers when a coupon has a new validation
Triggers when a new user appears in a directory
Action is the task that follows automatically within your ArcSite integrations.
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update a Project, such as name, information of customer, sales rep...
Add a collaborator to the specified project.
Send a coupon by email
Creates a new subaccount
Creates a new user for a directory

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ArcSite and Coupontools accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Coupontools (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Coupontools. This includes choosing which data fields go into which fields of Coupontools, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Coupontools 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 Coupontools. 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.
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreCoupontools is a powerful platform designed to create, distribute, and track digital coupons and vouchers. It offers businesses an efficient way to engage customers, boost sales, and enhance marketing campaigns through customizable and interactive coupon solutions.
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