Connect Scalekit and ArcSite to Build Intelligent Automations

Choose a Trigger

Scalekit

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

New Project

runs when new project is created

Request a new Trigger for Scalekit

Do thisActions

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

Create an Organization

Create an Organization

Creates an Organization.

Create New User

Create New User

Creates new user in organization.

Create Project

Create Project

Create a New Project and also optionally set other information, such as customer info, sales rep info.

Update Project

Update Project

Update a Project, such as name, information of customer, sales rep...

Project Add Collaborator

Project Add Collaborator

Add a collaborator to the specified project.

Request a new Action for Scalekit

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Frequently Asked Questions

How do I start an integration between Scalekit and ArcSite?

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

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

Absolutely. You can customize how Scalekit 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 Scalekit and ArcSite?

The data sync between Scalekit 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 Scalekit 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 Scalekit and ArcSite?

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

Scalekit

About Scalekit

Scalekit is a powerful platform designed to enhance productivity and streamline project management processes. It offers a suite of tools to help teams collaborate efficiently, manage tasks, and track progress seamlessly.

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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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