Connect CalendarHero and ArcSite to Build Intelligent Automations
Choose a Trigger
When this happens...
Meeting Request Becomes Event
Meeting Request Cancelled
New Contact Is Added
New Meeting Request Is Created
Meeting Request Expires
Choose an Action
Automatically do this!
Create Project
Update Project Details
Invite Team Members
Find Projects
Get Project Details
Export Proposal As PDF
Get Proposal Line Items
Get Proposal Payments
Ready to use CalendarHero and ArcSite automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Meeting Request Becomes Event
Runs when Meeting Request Becomes Event
Meeting Request Cancelled
Runs when a meeting request is cancelled
New Contact Is Added
Runs when New Contact Is Added
New Meeting Request Is Created
Runs when new meeting request is created
Meeting Request Expires
Runs when meeting request expires
New Project Created
Runs when a new project is created in ArcSite.
Do thisActions
Action is the task that follows automatically within your CalendarHero integrations.
Create Contact
Create a Contact.
Create Project
Set up a new project by entering the project name, owner, and other key details.
Update Project Details
Modify an existing project's information, including name, customer details, sales representative, worksite address, tags, and job number.
Invite Team Members
Add team members to your ArcSite project with roles and email addresses, ensuring all details are correct and complete.
Find Projects
Search projects by name or tags and return selected fields.
Get Project Details
Get ArcSite project by ID
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Frequently Asked Questions
To start, connect both your CalendarHero and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in CalendarHero triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how CalendarHero 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 CalendarHero 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 CalendarHero 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 CalendarHero
CalendarHero is a powerful tool designed to streamline scheduling and calendar management, making it easier to organize meetings and appointments efficiently.
Learn MoreAbout ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn More
