Connect ArcSite and Email to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Choose an Action
Automatically do this!
Send Approval Email
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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.
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.
Send Approval Email
Sends an approval email with action buttons so recipients can review and approve a step.
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Frequently Asked Questions
To start, connect both your ArcSite and Email accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Email (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Email. This includes choosing which data fields go into which fields of Email, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Email 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 Email. 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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Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.
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