Connect ArcSite and Zoho Vault to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
runs when new project is created
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
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.
Create Chamber
Create a chamber to store and share passwords and secrets.
Create User Group
Create a new user group and add members.
Get User Group Details
Retrieve details for a specific user group.
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Frequently Asked Questions
To start, connect both your ArcSite and Zoho Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Zoho Vault (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Zoho Vault. This includes choosing which data fields go into which fields of Zoho Vault, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Zoho Vault 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 Zoho Vault. 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 Zoho Vault
Zoho Vault is a secure online password manager for teams and individuals, designed to store, share, and manage passwords and sensitive information safely. It offers robust encryption and seamless integration with other Zoho applications, ensuring your data is protected and easily accessible.
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