Connect ArcSite and SMTP to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ArcSite
Choose an Action
Automatically do this!
Send Email
Enable Integrations or automations with these events of ArcSite and SMTP
Enable Integrations or automations with these events of ArcSite and SMTP
Actions
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.
Send Email
Send a Message.
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Frequently Asked Questions
To start, connect both your ArcSite and SMTP accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in SMTP (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in SMTP. This includes choosing which data fields go into which fields of SMTP, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and SMTP 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 SMTP. 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 SMTP
SMTP (Simple Mail Transfer Protocol) is like a digital postman that sends your emails to the right place on the internet. To use it, you’ll need the SMTP server address (like smtp.gmail.com), port number (587 or 465), and your email login credentials.
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