Connect ArcSite and crm4-solution to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
- Request a new Action for crm4-solution
Enable Integrations or automations with these events of ArcSite and crm4-solution
Enable Integrations or automations with these events of ArcSite and crm4-solution
Triggers
New Project Created
Runs when a new project is created in ArcSite.
New ArcSite Event
Runs when new ArcSite event occurs
Actions
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.
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Frequently Asked Questions
To start, connect both your ArcSite and crm4-solution accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in crm4-solution (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in crm4-solution. This includes choosing which data fields go into which fields of crm4-solution, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and crm4-solution 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 crm4-solution. 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.
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