Connect Syncly and ArcSite to Build Intelligent Automations

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Syncly

When this happens...

Choose an Action

ArcSite

Automatically do this!

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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 Syncly integrations.

Create Feedback

Create Feedback

Import feedback to Syncly workspace

Create Agent

Create Agent

Create a new agent in Syncly workspace

Create Account

Create Account

Create a new account in Syncly workspace

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 with a new name, customer information, sales rep, worksite address, tags, or job number.

Add Collaborators

Add Collaborators

Adds one or more people to the specified project and assigns their roles.

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Frequently Asked Questions

How do I start an integration between Syncly and ArcSite?

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

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

Absolutely. You can customize how Syncly 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 Syncly and ArcSite?

The data sync between Syncly 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 Syncly 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 Syncly and ArcSite?

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

Syncly

About Syncly

Syncly is a powerful tool designed to streamline and automate data synchronization across various applications and platforms. It ensures that your data is always up-to-date and consistent, reducing manual effort and minimizing errors. Ideal for businesses and individuals looking to enhance productivity and efficiency in managing their digital workflows.

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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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