Connect Engage and ArcSite to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Engage
Choose an Action
Automatically do this!
Create Project
Update Project
Add Collaborators
Ready to use Engage 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 Engage integrations.
Create Customer
Adds a new customer to your Engage account.
Track User Event
Record an event on a user's profile in Engage.
List or Find Users
Retrieve users from Engage — get all users or find a specific user by email or user ID.
Create Project
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Update Project
Updates an existing project’s details such as name, customer information, sales rep, worksite address, tags, and job number.
Add Collaborators
Adds one or more people with assigned roles to the specified project.
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Frequently Asked Questions
To start, connect both your Engage and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how Engage 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 Engage 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 Engage 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 Engage
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
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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