Connect Zoho Catalyst and ArcSite to Build Intelligent Automations

Choose a Trigger

Zoho Catalyst

When this happens...

Choose an Action

ArcSite

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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 Zoho Catalyst integrations.

Delete project

Delete project

Delete a project in Zoho Catalyst.

Search Project

Search Project

Get details for a Zoho Catalyst project

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 new name, customer info, 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 Zoho Catalyst and ArcSite?

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

Can we customize how data from Zoho Catalyst is recorded in ArcSite?

Absolutely. You can customize how Zoho Catalyst 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 Zoho Catalyst and ArcSite?

The data sync between Zoho Catalyst 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 Zoho Catalyst 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 Zoho Catalyst and ArcSite?

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

Zoho Catalyst

About Zoho Catalyst

Zoho Catalyst is a powerful serverless platform that enables developers to build and deploy scalable applications effortlessly. With a suite of tools and services, it streamlines the development process, allowing for rapid innovation and deployment.

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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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