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

Automatically do this!
Create Booking
Update Client
Update Booking
Create Project
Update Project
Create Client
Update Time Off Event
Create Time Off Event
List active activity types
List bookings
List active clients
List custom availability
List custom fields
List downtimes
List active projects
List rates
Get report of resources
Get report of clients
Get report of projects
List active resources
List resource types
List timesheet entries
List active users
List users
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
Triggers whenever there is a change to a booking, including its creation, update, or deletion.
Triggers whenever there is a change to a Client, including its creation, update, or deletion.
Triggers whenever there is a change to a Time Off Event, including its creation, update, or deletion.
Triggers whenever there is a change to a Project, including its creation, update, or deletion.
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.
Creates a new booking.
Updates an existing client.
Updates an existing booking.

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To start, connect both your ArcSite and ResourceGuru accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in ResourceGuru (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in ResourceGuru. This includes choosing which data fields go into which fields of ResourceGuru, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and ResourceGuru 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 ResourceGuru. 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 MoreResourceGuru is a resource scheduling and management tool designed to help teams and organizations efficiently allocate and manage their resources. It offers features such as calendar views, resource booking, and utilization tracking to ensure optimal productivity.
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