Connect ArcSite and Routee to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Routee

Automatically do this!

Ready to use ArcSite and Routee 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 ArcSite Event

New ArcSite Event

Runs when new ArcSite event occurs

New contact added

New contact added

Start a workflow for each contact added to your Routee account.

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.

List all Contacts

List all Contacts

Retrieve all the contacts of the account.

Create contact

Create contact

Create a new contact with name, mobile number, country code, and optional VIP flag.

Send an SMS

Send an SMS

Send a text message to the specified phone number.

Request a new Action for ArcSite

Need help building your workflow?

Get instant answers from our AI assistant or connect with a support specialist anytime.

Frequently Asked Questions

How do I start an integration between ArcSite and Routee?

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

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

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

How often does the data sync between ArcSite and Routee?

The data sync between ArcSite and Routee 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 Routee?

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 Routee?

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

Learn More
Routee

About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

Learn More