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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.
Get Forms
Get all Forms
Get Applications
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Frequently Asked Questions
To start, connect both your ArcSite and Zoho Forms accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Zoho Forms (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Zoho Forms. This includes choosing which data fields go into which fields of Zoho Forms, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Zoho Forms 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 Forms. 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 Forms
Zoho Forms is a versatile online form builder that allows users to create, share, and manage forms effortlessly. It is designed to help businesses and individuals collect data, gather feedback, and streamline workflows with ease. With a wide range of customizable templates and integrations, Zoho Forms is ideal for creating surveys, registration forms, and more.
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