Connect ArcSite and Workato to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Workato

Automatically do this!

Enable Integrations or automations with these events of ArcSite and Workato

Enable Integrations or automations with these events of ArcSite and Workato

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 Workato?

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

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

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

How often does the data sync between ArcSite and Workato?

The data sync between ArcSite and Workato 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 Workato?

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 Workato?

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

About Workato

Workato is a leading integration and automation platform that enables businesses to connect their applications and automate workflows seamlessly. It empowers users to create powerful integrations without the need for extensive coding, making it accessible for both technical and non-technical users. With Workato, organizations can streamline their operations, enhance productivity, and drive innovation by automating repetitive tasks and processes.

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