Connect ArcSite and ServiceM8 to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

ServiceM8

Automatically do this!

Ready to use ArcSite and ServiceM8 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

Job Completed

Job Completed

Triggers when a Job's status changes to Completed.

New Client

New Client

Triggers when a new Client is created.

New Job

New Job

Triggers when a new job is created.

Job Queued

Job Queued

Triggers when a Job is assigned to a Queue.

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.

Create a Client

Create a Client

Create a new client

List All Client

List All Client

Get an existing client list

Create Job

Create Job

Create a new Job.

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Frequently Asked Questions

How do I start an integration between ArcSite and ServiceM8?

To start, connect both your ArcSite and ServiceM8 accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in ServiceM8 (or vice versa).

Can we customize how data from ArcSite is recorded in ServiceM8?

Absolutely. You can customize how ArcSite data is recorded in ServiceM8. This includes choosing which data fields go into which fields of ServiceM8, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ArcSite and ServiceM8?

The data sync between ArcSite and ServiceM8 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 ServiceM8?

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 ServiceM8?

Yes, you can set conditional logic to control the flow of data between ArcSite and ServiceM8. 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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ServiceM8

About ServiceM8

ServiceM8 is a field service management software that helps businesses manage jobs, schedule work, and streamline operations. It is designed to assist service-based businesses in improving efficiency and customer satisfaction.

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