Connect ArcSite and Zoom to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Zoom

Automatically do this!

Ready to use ArcSite and Zoom automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

New ArcSite Event

New ArcSite Event

Runs when new ArcSite event occurs

New Meeting

New Meeting

Triggers when a new Zoom meeting is created.

New Meeting Registrant

New Meeting Registrant

Triggers when a new registrant is added to a meeting.

Request a new Trigger for ArcSite

Do thisActions

Action is the task that follows automatically within your ArcSite integrations.

Create Project

Create Project

Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.

Update Project

Update Project

Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.

Add Collaborators

Add Collaborators

Adds one or more people to the specified project and assigns their roles.

Create a Meeting

Create a Meeting

Creates a meeting for a user

Get a Meeting

Get a Meeting

Returns the details of the meeting by meeting ID

List Meetings

List Meetings

List all upcoming meetings

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Frequently Asked Questions

How do I start an integration between ArcSite and Zoom?

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

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

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

How often does the data sync between ArcSite and Zoom?

The data sync between ArcSite and Zoom 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 Zoom?

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 Zoom?

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

About Zoom

Zoom is a cloud-based video conferencing service you can use to virtually meet with others - either by video or audio-only or both, all while conducting live chats - and it lets you record those sessions to view later.

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