Connect BoardCRM and ArcSite to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Project
Update Project
Add Collaborators
Ready to use BoardCRM and ArcSite automations
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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.
Do thisActions
Action is the task that follows automatically within your BoardCRM integrations.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
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 new name, customer info, sales rep, worksite address, tags, or job number.
Add Collaborators
Adds one or more people to the specified project and assigns their roles.
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Frequently Asked Questions
To start, connect both your BoardCRM and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in ArcSite. This includes choosing which data fields go into which fields of ArcSite, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and ArcSite 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 BoardCRM and ArcSite. 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 BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
Learn MoreAbout 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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