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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
runs when new project is created
New Contact Created
Triggers when a new Contact is added to any list.
New List Created
Triggers when a new list Created.
New Tag Created
Trigger when a New Tag created.
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update Project
Update a Project, such as name, information of customer, sales rep...
Project Add Collaborator
Add a collaborator to the specified project.
Create Contact
Creates a new contact in SendX.
Update Contact
Update a contact in SendX.
Delete Contact
Creates a contact in SendX.
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Frequently Asked Questions
To start, connect both your ArcSite and SendX accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in SendX (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in SendX. This includes choosing which data fields go into which fields of SendX, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and SendX 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 SendX. 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.
About ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreAbout SendX
SendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.
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