Connect ArcSite and Toodledo to Build Intelligent Automations

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ArcSite

When this happens...

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Toodledo

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

New ArcSite Event

New ArcSite Event

Runs when new ArcSite event occurs

New Note

New Note

Triggers when new note is Created.

New Task Created

New Task Created

Runs when a new task is created in Toodledo.

New Task Created in Context

New Task Created in Context

Runs when a new task is created in the specified context.

New Task Created In Folder

New Task Created In Folder

Runs when a new task is created in the specified folder.

Do thisActions

Action is the task that follows automatically within your ArcSite integrations.

Create Project

Create Project

Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.

Update Project

Update Project

Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.

Add Collaborators

Add Collaborators

Adds one or more people to the specified project and assigns their roles.

Create Folder

Create Folder

Creates a new folder in Toodledo.

Create Note

Create Note

Creates a new note in Toodledo, optionally adding it to a specified folder.

List Tasks

List Tasks

Get tasks from your account.

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Frequently Asked Questions

How do I start an integration between ArcSite and Toodledo?

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).

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

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.

How often does the data sync between ArcSite and Toodledo?

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.

Can I filter or transform data before sending it from ArcSite to Toodledo?

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 Toodledo?

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

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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Toodledo

About Toodledo

Toodledo 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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