Connect Taskade and ArcSite to Build Intelligent Automations

Choose a Trigger

Taskade

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 Taskade

Do thisActions

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

Create Task

Create Task

Creates a Task.

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 Taskade

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Frequently Asked Questions

How do I start an integration between Taskade and ArcSite?

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

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

Absolutely. You can customize how Taskade 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 Taskade and ArcSite?

The data sync between Taskade 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 Taskade 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 Taskade and ArcSite?

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

Taskade

About Taskade

Taskade is a collaborative task management and mind mapping tool designed to help teams organize, plan, and execute projects efficiently. It offers features such as real-time collaboration, task assignments, and project templates to streamline 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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