Connect ArcSite and payfunnels to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

payfunnels

Automatically do this!

Enable Integrations or automations with these events of ArcSite and payfunnels

Enable Integrations or automations with these events of ArcSite and payfunnels

Triggers

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

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Actions

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.

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Frequently Asked Questions

How do I start an integration between ArcSite and payfunnels?

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

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

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

How often does the data sync between ArcSite and payfunnels?

The data sync between ArcSite and payfunnels 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 payfunnels?

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 payfunnels?

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

About payfunnels

Payfunnels is a payment processing platform accepting recurring and one-time online payments, and even setting up payment plans to expire after a certain number of payments.

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