Connect ArcSite and Office 365 to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Office 365

Automatically do this!

Ready to use ArcSite and Office 365 automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

New Contact

New Contact

Triggers when new contact 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

Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.

Update Project

Update Project

Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.

Add Collaborators

Add Collaborators

Adds one or more people to the specified project and assigns their roles.

Create Contact

Create Contact

Creates a new contact

Create Draft Email

Create Draft Email

Creates a draft of an email that can be reviewed and sent out.

Create Event

Create Event

Creates a new event in a calendar.

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Step by step guides to integrate ArcSite and Office 365

Frequently Asked Questions

How do I start an integration between ArcSite and Office 365?

To start, connect both your ArcSite and Office 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Office 365 (or vice versa).

Can we customize how data from ArcSite is recorded in Office 365?

Absolutely. You can customize how ArcSite data is recorded in Office 365. This includes choosing which data fields go into which fields of Office 365, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ArcSite and Office 365?

The data sync between ArcSite and Office 365 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 Office 365?

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 Office 365?

Yes, you can set conditional logic to control the flow of data between ArcSite and Office 365. 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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Office 365

About Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

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