STEP 1
Connect Arcsite and Markate
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Arcsite and Markate Integration
Keep Arcsite and Markate in sync by integrating their events and actions. When project management events happen in Arcsite, update the Markate automatically - without any line of code in visual workflow builder.
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Learn about Arcsite and Markate
Detailed info you need to know about Arcsite and Markate integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Arcsite to Markate
Set up your Arcsite and Markate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Arcsite and Markate nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Arcsite and Markate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Arcsite and Markate work in WEXTL?
WEXTL exposes actions and triggers for Arcsite and Markate that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Arcsite triggersMarkate actions
Arcsite modules
- Add Collaborators to a ProjectAdds collaborators to a specific project.
- Archive a ProjectArchives a project to remove it from the active list.
- Create a ProjectCreates a new project in the system.
- Export a Proposal PDFExports a proposal in PDF format.
- Get a DrawingRetrieves a drawing from the service.
- Get a ProjectRetrieves a project by its ID.
- Get ProductsRetrieves details for products.
- Get Project DrawingsRetrieves details for project Drawings.
- Get ProjectsRetrieves all projects from the service.
- Get Proposal Line ItemsRetrieves details for proposal Line Items.
- Get Proposal TemplatesRetrieves details for proposal Templates.
- Get Takeoff Line ItemsRetrieves details for takeoff Line Items.
- Import a PDFImports a PDF file into the system for further processing or storage.
- Make an API CallPerforms an arbitrary authorized API call.
- Unarchive a ProjectRestores a project from the archive back to its original state.
- Update a ProjectUpdates a project with new information or changes.
- Watch EventsTriggers when a new event occurs.
Markate modules
- Accept an EstimateMarks an estimate as accepted by its ID.
- Create a CategoryCreates a new expense category.
- Create a Checklist ItemCreates a new work order checklist or checklist item under a parent.
- Create a CustomerCreates a new customer with contact details and address.
- Create a LeadCreates a new lead with contact details, source and label.
- Create a SourceCreates a new customer source.
- Create a Tax RateCreates a new tax rate.
- Create a VendorCreates a new expense vendor.
- Create a Work OrderCreates a new work order for a customer with its line items.
- Create an AddressCreates a new address for a customer.
- Create an EntryCreates a new timesheet entry for an employee on a work order.
- Create an EstimateCreates a new estimate for a customer.
- Create an EventCreates a new calendar event for a customer, optionally assigned to an employee.
- Create an ExpenseCreates a new expense, either a standard expense or a mileage expense.
- Create an InvoiceCreates a new invoice for a customer with its line items and payment methods.
- Create an ItemCreates a new inventory item.
- Delete a CategoryDeletes an expense category by its ID.
- Delete a Checklist ItemDeletes a work order checklist or checklist item by its ID.
- Delete a CustomerDeletes a customer by its ID.
- Delete a LeadDeletes a lead by its ID.
- Delete a Lead AttachmentDeletes an attachment from a lead.
- Delete a SourceDeletes a customer source by its ID.
- Delete a Tax RateDeletes a tax rate by its ID.
- Delete a VendorDeletes an expense vendor by its ID.
- Delete a Work Order AttachmentDeletes an attachment from a work order.
- Delete an AddressDeletes a customer address by its ID.
- Delete an EntryDeletes a timesheet entry by its ID.
- Delete an EstimateDeletes an estimate by its ID.
- Delete an Estimate AttachmentDeletes an attachment from an estimate.
- Delete an EventDeletes an event by its ID.
- Delete an ExpenseDeletes an expense by its ID.
- Delete an Expense AttachmentDeletes an attachment from an expense.
- Delete an InvoiceDeletes an invoice by its ID.
- Delete an Invoice AttachmentDeletes an attachment from an invoice.
- Delete an ItemDeletes an inventory item by its ID.
- Get a CategoryRetrieves a single expense category by its ID.
- Get a CustomerRetrieves a single customer by its ID.
- Get a LeadRetrieves a single lead by its ID.
- Get a SourceRetrieves a single customer source by its ID.
- Get a Tax RateRetrieves a single tax rate by its ID.
- Get a VendorRetrieves a single expense vendor by its ID.
- Get a Work OrderRetrieves a single work order by its ID.
- Get an AddressRetrieves a single customer address by its ID.
- Get an EmployeeRetrieves a single employee by its ID.
- Get an EntryRetrieves a single timesheet entry by its ID.
- Get an EstimateRetrieves a single estimate by its ID.
- Get an EventRetrieves a single event by its ID.
- Get an ExpenseRetrieves a single expense by its ID.
- Get an InvoiceRetrieves a single invoice by its ID.
- Get an Invoice PaymentRetrieves a single payment of an invoice by its ID.
Frequently asked questions
Common questions about connecting Arcsite and Markate.
Connect your Arcsite and Markate accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Arcsite's "Watch Events" fires, WEXTL can "Accept an Estimate" in Markate. Arcsite has 1 trigger (including Watch Events); Markate has 100 actions (including Accept an Estimate, Create a Category, and Create a Checklist Item). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Arcsite-to-Markate automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Arcsite (or Markate) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Arcsite + Markate automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Arcsite and Markate integration.
- Arcsite and Markate integration source code, module specs and credentials implementation.
- Our Arcsite and Markate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Arcsite and Markate — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Arcsite integration information
- Markate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library