Connect ArcSite and sinao to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
Create an Organization
Create or Edit an Invoice
Create a Product/Service
Create a Client
Update a Client
Update a Product/Service
Update an Organization
Delete a Client
Delete an Invoice
Delete an Organization
Delete a Product/Service
Finalize an Invoice
Find a Product/Service
Find an Organization
Find an Invoice
Find a Client
Ready to use ArcSite and sinao automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when a new project is created in ArcSite.
New ArcSite Event
Runs when new ArcSite event occurs
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Update Project
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.
Add Collaborators
Adds one or more people to the specified project and assigns their roles.
Create an Organization
Create an organization.
Create or Edit an Invoice
Create or Edit an invoice with an amount in TTC/HT.
Create a Product/Service
Createa product/service.
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Frequently Asked Questions
To start, connect both your ArcSite and sinao accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in sinao (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in sinao. This includes choosing which data fields go into which fields of sinao, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and sinao 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 sinao. 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.
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