Connect ArcSite and YCloud to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New ArcSite Event
Choose an Action
Automatically do this!
Send an Email
Retrieve balance
List Unsubscribers
List Voice Records
List WhatsApp Business Accounts
List WhatsApp Business Phone Numbers
List WhatsApp Templates
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when a new project is created in ArcSite.
New ArcSite Event
Runs when new ArcSite event occurs
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Update Project
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.
Add Collaborators
Adds one or more people to the specified project and assigns their roles.
Send an Email
Send an email to the customers
Retrieve balance
Get balance from ycloud.
List Unsubscribers
Get all unsubscribers from ycloud.
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Frequently Asked Questions
To start, connect both your ArcSite and YCloud accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in YCloud (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in YCloud. This includes choosing which data fields go into which fields of YCloud, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and YCloud 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 YCloud. 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 YCloud
YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.
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