Connect HappyFox and ArcSite to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ticket
Choose an Action
Automatically do this!
Start a New Project
Update Project
Add Collaborators
Find Projects
Get Project
Export Proposal As PDF
Get Proposal Line Items
Get Proposal Payments
Ready to use HappyFox and ArcSite automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ticket
Runs when new ticket is created
New Project Created
Runs when a new project is created in ArcSite.
When an ArcSite event occurs
Runs the workflow automatically whenever an event occurs in ArcSite, such as proposal status changed, proposal payment received, project created, drawing created, project updated, drawing updated, and other supported events.
Do thisActions
Action is the task that follows automatically within your HappyFox integrations.
Create Ticket
Create a ticket
List Categories
List help desk categories
List Ticket Priorities
List ticket priority levels
List Agents
List support agents
List Contacts
List all help desk contacts
Start a New Project
Create a new project with essential details like name, owner, and work site information.
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Frequently Asked Questions
To start, connect both your HappyFox and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in HappyFox triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how HappyFox 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 HappyFox 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 HappyFox 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 HappyFox
HappyFox is a customer support, ticket support software that ensures lowest response time for all your customers queries. A really simple help desk!
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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