Connect ArcSite and upperbee to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

upperbee

Automatically do this!

Enable Integrations or automations with these events of ArcSite and upperbee

Enable Integrations or automations with these events of ArcSite and upperbee

Triggers

New Project

New Project

runs when new project is created

Request a new Trigger for ArcSite

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 upperbee?

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

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

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

How often does the data sync between ArcSite and upperbee?

The data sync between ArcSite and upperbee 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 upperbee?

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 upperbee?

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

About upperbee

UpperBee is a powerful suite of accounting and property management software for both large and small buildings.

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