Connect ArcSite and Odoo to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Odoo

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created.

Request a new Trigger for ArcSite

Do thisActions

Action is the task that follows automatically within your ArcSite integrations.

Create Project

Create Project

Create a New Project and also optionally set other information, such as customer info, sales rep info.

Update Project

Update Project

Update a Project, such as name, information of customer, sales rep...

Project Add Collaborator

Project Add Collaborator

Add a collaborator to the specified project.

Create Lead

Create Lead

Create a new lead in odoo crm.

Request a new Action for ArcSite

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Frequently Asked Questions

How do I start an integration between ArcSite and Odoo?

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

Can we customize how data from ArcSite is recorded in Odoo?

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

How often does the data sync between ArcSite and Odoo?

The data sync between ArcSite and Odoo 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 Odoo?

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 Odoo?

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

About Odoo

Odoo is a comprehensive suite of open-source business applications that covers all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, and more. It is designed to streamline business processes and improve productivity by providing a fully integrated and customizable platform.

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