Connect ArcSite and sunivo to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

sunivo

Automatically do this!

Enable Integrations or automations with these events of ArcSite and sunivo

Enable Integrations or automations with these events of ArcSite and sunivo

Actions

Create Project

Create Project

Create a New Project and also optionally set other information, such as customer info, sales rep info.

Update Project

Update Project

Update a Project, such as name, information of customer, sales rep...

Project Add Collaborator

Project Add Collaborator

Add a collaborator to the specified project.

Request a new Action for ArcSite

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Frequently Asked Questions

How do I start an integration between ArcSite and sunivo?

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

Can we customize how data from ArcSite is recorded in sunivo?

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

How often does the data sync between ArcSite and sunivo?

The data sync between ArcSite and sunivo 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 sunivo?

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 sunivo?

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

About sunivo

Sunivo is an All-In-One virtual solar sales platform.

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