Connect ArcSite and Nibo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
Create Bank Account
Create Employee
Create Cost Center
View Account Statement
Ready to use ArcSite and Nibo 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
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 Bank Account
Add a company bank account with name, bank, agency, account number, verification digit, and opening balance/date.
Create Employee
Create a new employee record with contact, address, bank, and company details.
Create Cost Center
Create a cost center using the provided description.
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Frequently Asked Questions
To start, connect both your ArcSite and Nibo accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Nibo (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Nibo. This includes choosing which data fields go into which fields of Nibo, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Nibo 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 Nibo. 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 Nibo
Nibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.
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