Connect ArcSite and Memberspot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
When an ArcSite event occurs
Choose an Action
Automatically do this!
List Users
Get All Offers
Grant Access
Set Offer State
Set Order State
Find Member by Email
Grant Offer to User by Email
Set Offer Expires
Set Member Custom Fields
Remove Members
List Course Progress By Email
Get Course Progress
Grant Chapter Access
Grant Offer To User By ID
Set Offer State by UID
Set Order State By UID
Get Member By UID
Delete Users By Uid
List Member Course Progress
Ready to use ArcSite and Memberspot 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.
When an ArcSite event occurs
Runs the workflow automatically whenever an event occurs in ArcSite, such as proposal status changed, proposal payment received, project created, drawing created, project updated, drawing updated, and other supported events.
New User Is Created
Runs when new user is created
New Offer Is Created
Runs when new offer is created
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Set up a new project by entering the project name, owner, and other key details.
Update Project Details
Modify an existing project's information, including name, customer details, sales representative, worksite address, tags, and job number.
Invite Team Members
Add team members to your ArcSite project with roles and email addresses, ensuring all details are correct and complete.
Find Projects
Search projects by name or tags and return selected fields.
Get Project Details
Get ArcSite project by ID
Export Proposal As PDF
Generate a PDF proposal from a drawing using a selected proposal template.
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Frequently Asked Questions
To start, connect both your ArcSite and Memberspot accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Memberspot (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Memberspot. This includes choosing which data fields go into which fields of Memberspot, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Memberspot 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 Memberspot. 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 Memberspot
Memberspot is a comprehensive platform designed to help businesses and educators create, manage, and deliver online courses and membership content. It offers tools for course creation, user management, and content delivery, making it ideal for educators, trainers, and businesses looking to offer online learning experiences.
Learn More
