
When this happens...
New Project Created
New ArcSite Event

Automatically do this!
Add Note to Contact
Create Relationship
Get Relationship Details
Delete Relationship
List Deals
List Groups
List Notes
List All Pipelines
List Relationships
List Relationship Groups
List Relationship Notes
List Stages
List All Users
Update Relationship
Update Note
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new project is created in ArcSite.
Runs when new ArcSite event occurs
Runs when new relationship
Runs when new note is added
Runs when new deal is created
Action is the task that follows automatically within your ArcSite integrations.
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.
Adds one or more people to the specified project and assigns their roles.
Create a note for a contact
Add a person or company
Get relationship details

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
To start, connect both your ArcSite and Parma accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Parma (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Parma. This includes choosing which data fields go into which fields of Parma, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Parma 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 Parma. 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 is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreParma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
Learn More