
When this happens...

Automatically do this!
Create Project
Update Project
Add Collaborators
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new project is created in ArcSite.
Action is the task that follows automatically within your YCloud integrations.
Send an email to the customers
Get balance from ycloud.
Get all unsubscribers from ycloud.
Get all Voice Records from ycloud.
Get all WhatsApp business accounts from ycloud.
Get all WhatsApp business phone numbers from ycloud.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your YCloud and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in YCloud triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how YCloud 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 YCloud 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 YCloud 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.
YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.
Learn MoreArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
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