Connect ArcSite and vtiger to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ArcSite
Choose an Action
Automatically do this!
- Request a new Action for vtiger
Enable Integrations or automations with these events of ArcSite and vtiger
Enable Integrations or automations with these events of ArcSite and vtiger
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.
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Frequently Asked Questions
To start, connect both your ArcSite and vtiger accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in vtiger (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in vtiger. This includes choosing which data fields go into which fields of vtiger, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and vtiger 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 vtiger. 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 vtiger
Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.
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