Connect ArcSite and Gist to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
Create or Update Contact
Add Tag to an Existing Contact
Remove Tag From Existing Contact
Subscribe to a Campaign
Unsubscribe From a Campaign
Find a Contact
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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.
New ArcSite Event
Runs when new ArcSite event occurs
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 or Update Contact
Creates a new Contact or updates an existing one.
Add Tag to an Existing Contact
Apply a tag to an existing contact.
Remove Tag From Existing Contact
Removes a tag from an existing contact.
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Frequently Asked Questions
To start, connect both your ArcSite and Gist accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Gist (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Gist. This includes choosing which data fields go into which fields of Gist, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Gist 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 Gist. 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 Gist
Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.
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