Connect ArcSite and Inmobalia CRM to Build Intelligent Automations

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ArcSite

When this happens...

Choose an Action

Inmobalia CRM

Automatically do this!

Enable Integrations or automations with these events of ArcSite and Inmobalia CRM

Enable Integrations or automations with these events of ArcSite and Inmobalia CRM

Triggers

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

New ArcSite Event

New ArcSite Event

Runs when new ArcSite event occurs

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Actions

Create Project

Create Project

Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.

Update Project

Update Project

Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.

Add Collaborators

Add Collaborators

Adds one or more people to the specified project and assigns their roles.

Request a new Action for ArcSite

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Frequently Asked Questions

How do I start an integration between ArcSite and Inmobalia CRM?

To start, connect both your ArcSite and Inmobalia CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Inmobalia CRM (or vice versa).

Can we customize how data from ArcSite is recorded in Inmobalia CRM?

Absolutely. You can customize how ArcSite data is recorded in Inmobalia CRM. This includes choosing which data fields go into which fields of Inmobalia CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ArcSite and Inmobalia CRM?

The data sync between ArcSite and Inmobalia CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ArcSite to Inmobalia CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ArcSite and Inmobalia CRM?

Yes, you can set conditional logic to control the flow of data between ArcSite and Inmobalia CRM. 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

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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Inmobalia CRM

About Inmobalia CRM

Inmobalia CRM is the online real estate software and secure property MLS network servicing the most recognized real estate agencies on the Costa del Sol, probably one of the most competitive real estate markets in Spain and the whole Europe

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