Connect ArcSite and Tave to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ArcSite
Choose an Action
Automatically do this!
Find Jobs
List All Job Contacts
List All Notes
List All Orders
List All Users
Find contact of studio
Enable Integrations or automations with these events of ArcSite and Tave
Enable Integrations or automations with these events of ArcSite and Tave
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.
Find Jobs
Retrieves the list of all jobs or search based on projectclosed Status.
List All Job Contacts
Retrieves the list of all jobs contacts
List All Notes
Retrieves the list of all notes
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Frequently Asked Questions
To start, connect both your ArcSite and Tave accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Tave (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Tave. This includes choosing which data fields go into which fields of Tave, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Tave 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 Tave. 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 Tave
Tave is a comprehensive business management platform designed specifically for photographers and creative professionals. It offers tools for managing clients, projects, and finances, helping users streamline their workflow and grow their business.
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