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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 SendGrid integrations.
Create or Update Contact
This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.
Add Recipient to SendGrid
Add a Recipient to SendGrid List.
Add a Single Recipient to a List
Adds an existing recipient to a specified SendGrid contact list.
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...
Project Add Collaborator
Add a collaborator to the specified project.
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Frequently Asked Questions
To start, connect both your SendGrid and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in SendGrid triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how SendGrid 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 SendGrid 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 SendGrid 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 SendGrid
SendGrid, a Twilio service, offers cloud-based solutions to facilitate email marketing campaigns, transactional emails, and direct email communication through API, SMTP Relay, and Marketing Campaigns interface.
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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