Connect ArcSite and SnapEngage to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ArcSite
Choose an Action
Automatically do this!
- Request a new Action for SnapEngage
Enable Integrations or automations with these events of ArcSite and SnapEngage
Enable Integrations or automations with these events of ArcSite and SnapEngage
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.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your ArcSite and SnapEngage accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in SnapEngage (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in SnapEngage. This includes choosing which data fields go into which fields of SnapEngage, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and SnapEngage 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 SnapEngage. 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 SnapEngage
SnapEngage is a powerful live chat solution designed to enhance customer engagement and support. It offers businesses the ability to connect with their website visitors in real-time, providing instant assistance and improving customer satisfaction. With features like chatbots, integrations with CRM systems, and analytics, SnapEngage helps businesses streamline their communication processes and boost their customer support capabilities.
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