Connect ArcSite and Wealthfront to Build Intelligent Automations
Enable Integrations or automations with these events of ArcSite and Wealthfront
Enable Integrations or automations with these events of ArcSite and Wealthfront
Triggers
New Project
runs when new project is created
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 Wealthfront accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Wealthfront (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Wealthfront. This includes choosing which data fields go into which fields of Wealthfront, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Wealthfront 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 Wealthfront. 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.
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About Wealthfront
Wealthfront is a leading automated investment service that provides financial planning, investment management, and banking services. It offers a range of financial products including tax-optimized investment portfolios, cash accounts, and personalized financial advice, all designed to help users grow their wealth efficiently.
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