Google Calendar integration with ArcSite
How to Create new ArcSite projects when events start in Google Calendar
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create new ArcSite projects when events start in Google Calendar" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ArcSite integrations
ArcSite actions
Nekton can use any feature that is available in ArcSite API.
Using our advanced AI, you can easily create custom automations for ArcSite.
Here are some typical actions you can do in your automated workflows.
Export Proposal PDF
Export Proposal PDF
Update Project
Update a Project, such as name, information of customer, sales rep...
Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info...
Project Add Collaborator
Add a collaborator to the specified project.
Drawing Updated
Triggers when a drawing is edited and uploaded from ArcSite App as a new version.
Project Created
Triggers when a new project is created.
About ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.