Connect ArcSite and SMSFactor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
Send SMS
Retrieve Message History
Create SMS List
Create SMS Template
Create Account
Ready to use ArcSite and SMSFactor 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.
Send SMS
Send a text message to a recipient, with optional scheduling, sender name, message type, and custom SMS ID.
Retrieve Message History
Returns SMS messages sent or received between specified start and end dates. Optional filters include destination number, message content, type (incoming/outgoing), country, and status; supports sorting and pagination.
Create SMS List
Create a new SMS contact list and add one contact using the recipient's phone number.
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Frequently Asked Questions
To start, connect both your ArcSite and SMSFactor accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in SMSFactor (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in SMSFactor. This includes choosing which data fields go into which fields of SMSFactor, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and SMSFactor 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 SMSFactor. 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 SMSFactor
SMSFactor is an online platform allowing you to send professional SMS to your clients/patients.
Learn More
