Connect ArcSite and Smartlead AI to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Smartlead AI

Automatically do this!

Ready to use ArcSite and Smartlead AI 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

Lead Unsubscribed

Lead Unsubscribed

Triggers when a lead is unsubscribed

Lead Category Updated

Lead Category Updated

Triggers when a lead category is updated

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 Campaigns

List all Campaigns

This endpoint fetches all the campaigns in your account

Create Campaign

Create Campaign

This endpoint creates a new campaign

Get Campaign By Id

Get Campaign By Id

This endpoint fetches a campaign based on its ID

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Frequently Asked Questions

How do I start an integration between ArcSite and Smartlead AI?

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

Can we customize how data from ArcSite is recorded in Smartlead AI?

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

How often does the data sync between ArcSite and Smartlead AI?

The data sync between ArcSite and Smartlead AI 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 Smartlead AI?

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 Smartlead AI?

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

About Smartlead AI

Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.

Learn More