
When this happens...

Automatically do this!
Create Contact Item
Update Contact Item
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve contact items added to a specified contact list since the last check, returning the newest entries first.
Action is the task that follows automatically within your ArcSite integrations.
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update a Project, such as name, information of customer, sales rep...
Add a collaborator to the specified project.
Add a new contact to a selected snapADDY contact list with personal, company, contact details, optional images, and custom fields.
Update fields of an existing contact in a specified SnapADDY contact list.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ArcSite and snapADDY accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in snapADDY (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in snapADDY. This includes choosing which data fields go into which fields of snapADDY, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and snapADDY 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 snapADDY. 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 is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoresnapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.
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