Connect ArcSite and karlia to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
Ready to use ArcSite and karlia 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 Customer
Triggers when a new customer is created.
Update Customer
Triggers when a customer is updated.
New Supplier
Trigger when a new supplier is created.
Update Supplier
Triggers when a supplier is updated.
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.
List All Users
Retrieve the list of all users
Create Purchase
Create an Purchase.
Create Event
Create an event.
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Frequently Asked Questions
To start, connect both your ArcSite and karlia accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in karlia (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in karlia. This includes choosing which data fields go into which fields of karlia, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and karlia 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 karlia. 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 karlia
Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
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