Connect Microsoft Excel and ArcSite to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
runs when new project is created
Do thisActions
Action is the task that follows automatically within your Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Add Row to Table
Add Row to the End of Specific Table
Update Row
Update Row
Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update Project
Update a Project, such as name, information of customer, sales rep...
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Step by step guides to integrate Microsoft Excel and ArcSite
Frequently Asked Questions
To start, connect both your Microsoft Excel and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how Microsoft Excel 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 Microsoft Excel 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 Microsoft Excel 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 Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
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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