Connect Habitify and ArcSite to Build Intelligent Automations
Choose a Trigger
When this happens...
New Habit
New Areas
New Logs
Choose an Action
Automatically do this!
Create Project
Update Project
Add Collaborators
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Habit
Triggers when new habit is created.
New Areas
Triggers when new area is created.
New Logs
Triggers when new logs is created.
New Project Created
Runs when a new project is created in ArcSite.
Do thisActions
Action is the task that follows automatically within your Habitify integrations.
Update Habit Status
Update a habit’s status (Completed, Skipped, or None). If the habit has a goal, use Add Log to record progress instead of marking it Completed.
Add Note
Adds a text note, an image note, or both to a habit in Habitify, optionally at a specific date and time.
Add Log
Add a new record to a habit with the amount and date.
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 Habitify and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in Habitify triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how Habitify 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 Habitify 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 Habitify 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 Habitify
Habitify is a habit tracker app designed to help users build and maintain good habits, stay organized, and achieve their personal goals. It provides tools for tracking daily habits, setting reminders, and analyzing progress over time.
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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