Connect Membrain and ArcSite to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity Created
Contact Is Updated
Company Is Updated
Choose an Action
Automatically do this!
Create Project
Update Project
Add Collaborators
Ready to use Membrain and ArcSite automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when new activity is created in Membrain.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company is updated
New Project Created
Runs when a new project is created in ArcSite.
Do thisActions
Action is the task that follows automatically within your Membrain integrations.
Create Company
Creates a new company in Membrain.
Create Contact
Creates a new contact in Membrain using the provided details.
Create Prospect
Adds a new prospect to Membrain.
Create Activity
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
Create Sales Opportunity
Creates a new sales opportunity in Membrain, links it to a company and sales process, assigns an owner, and sets optional details like value, dates, and custom fields.
Create Project
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
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Frequently Asked Questions
To start, connect both your Membrain and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how Membrain 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 Membrain 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 Membrain 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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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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