Connect ArcSite and Dynalist to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
Get All Documents and Folders
Create Document or Folder
Get Document Content
Add Item to Inbox
Add Item to Document
Update Item in Document
Delete Item from Document
Ready to use ArcSite and Dynalist 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 Item Added
Runs when new item added
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.
Get All Documents and Folders
Get all documents and folders
Create Document or Folder
Create a document or folder
Get Document Content
Get document title and items
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Frequently Asked Questions
To start, connect both your ArcSite and Dynalist accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Dynalist (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Dynalist. This includes choosing which data fields go into which fields of Dynalist, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Dynalist 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 Dynalist. 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 Dynalist
Dynalist is a versatile tool designed for organizing your thoughts, ideas, and tasks in a structured manner. It allows users to create outlines, lists, and notes, making it ideal for personal productivity and project management. With its intuitive interface, Dynalist helps you keep track of your tasks and ideas efficiently.
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