
When this happens...
New Project Created
New ArcSite Event

Automatically do this!
Create Folder
Create Note
List Tasks
Create Outline
Create Task
Delete Tasks by IDs
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new project is created in ArcSite.
Runs when new ArcSite event occurs
Triggers when new note is Created.
Runs when a new task is created in Toodledo.
Runs when a new task is created in the specified context.
Runs when a new task is created in the specified folder.
Action is the task that follows automatically within your ArcSite integrations.
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.
Adds one or more people to the specified project and assigns their roles.
Creates a new folder in Toodledo.
Creates a new note in Toodledo, optionally adding it to a specified folder.
Get tasks from your account.

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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.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your ArcSite and Toodledo accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Toodledo (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Toodledo. This includes choosing which data fields go into which fields of Toodledo, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Toodledo 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 Toodledo. 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 MoreToodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
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