Connect ArcSite and Microsoft To Do to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
Complete a Task
Create Task List
Get Task
Create a Task
Get All Lists
Get User Details
Ready to use ArcSite and Microsoft To Do 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 Task
Triggers when a new task is created.
Updated Task
Triggers when a task is update.
Completed Task
Triggers when a task is completed
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.
Complete a Task
Marks a task as completed in Microsoft To Do.
Create Task List
Creates a new list in Microsoft To Do to organize tasks.
Get Task
Gets the details of a task by its ID or Name.
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Step by step guides to integrate ArcSite and Microsoft To Do
Frequently Asked Questions
To start, connect both your ArcSite and Microsoft To Do accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Microsoft To Do (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Microsoft To Do. This includes choosing which data fields go into which fields of Microsoft To Do, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Microsoft To Do 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 Microsoft To Do. 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 Microsoft To Do
Microsoft To Do is a task management app to help you stay organized and manage your day-to-day. You can use Microsoft To Do to make shopping lists or task lists, take notes, record collections, plan an event, or set reminders to increase your productivity and focus on what matters to you.
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