Connect rocketreach and ArcSite to Build Intelligent Automations

Choose a Trigger

rocketreach

When this happens...

Choose an Action

ArcSite

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

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Do thisActions

Action is the task that follows automatically within your rocketreach integrations.

Get Account Info

Get Account Info

Get account information

Create Project

Create Project

Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.

Update Project

Update Project

Updates an existing project’s details such as name, customer information, sales rep, worksite address, tags, and job number.

Add Collaborators

Add Collaborators

Adds one or more people with assigned roles to the specified project.

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Frequently Asked Questions

How do I start an integration between rocketreach and ArcSite?

To start, connect both your rocketreach and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in rocketreach triggers actions in ArcSite (or vice versa).

Can we customize how data from rocketreach is recorded in ArcSite?

Absolutely. You can customize how rocketreach 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.

How often does the data sync between rocketreach and ArcSite?

The data sync between rocketreach and ArcSite typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from rocketreach to ArcSite?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between rocketreach and ArcSite?

Yes, you can set conditional logic to control the flow of data between rocketreach 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.

rocketreach

About rocketreach

RocketReach helps you find email, phone and social links for over 250 million professionals, across 6 million companies, worldwide.

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ArcSite

About 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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