Connect AidaForm and ArcSite
Integrate AidaForm with ArcSite to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular AidaForm + ArcSite flows
Start from a real workflow other teams are already running.
Choose a trigger
AidaForm
When this happens...
New Response
Choose an action
ArcSite
Automatically do this!
Create Project
Update Project Details
Invite Team Members
Find Projects
Export Proposal As PDF
Get Proposal Line Items
Get Proposal Payments
Create Project in ArcSite when New Response in AidaForm
Use this flowUpdate Project Details in ArcSite when New Response in AidaForm
Use this flowInvite Team Members to ArcSite when New Response in AidaForm
Use this flowFind Projects in ArcSite when New Response in AidaForm
Use this flowExport Proposal As PDF from ArcSite when New Response in AidaForm
Use this flowGet Proposal Line Items in Arcsite when New Response in AidaForm
Use this flowGet Proposal Payments from ArcSite when New Response in AidaForm
Use this flowSupported Triggers & Actions
Everything you can automate between AidaForm and ArcSite.
When this happensTriggers
A trigger is an event that starts a workflow.
New Response
Triggers when your specified form receives a new response.
New Project Created
Runs when a new project is created in ArcSite.
When an ArcSite event occurs
Runs the workflow automatically whenever an event occurs in ArcSite, such as proposal status changed, proposal payment received, project created, drawing created, project updated, drawing updated, and other supported events.
Do thisActions
Action is the task that follows automatically within your AidaForm integrations.
Create Project
Set up a new project by entering the project name, owner, and other key details.
Update Project Details
Modify an existing project's information, including name, customer details, sales representative, worksite address, tags, and job number.
Invite Team Members
Add team members to your ArcSite project with roles and email addresses, ensuring all details are correct and complete.
Find Projects
Search projects by name or tags and return selected fields.
Export Proposal As PDF
Generate a PDF proposal from a drawing using a selected proposal template.
Get Proposal Line Items
Get proposal line items by drawing ID
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About AidaForm
AidaForm is a versatile online form builder that allows users to create engaging forms, surveys, and quizzes with ease. It offers a user-friendly interface and a variety of templates to streamline data collection and analysis.
Learn moreAbout ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your AidaForm and ArcSite accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between AidaForm and ArcSite as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ArcSite. No coding required.
Yes. You can set up a workflow where AidaForm triggers actions in ArcSite, and a separate workflow where ArcSite triggers actions in AidaForm. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between AidaForm and ArcSite. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire AidaForm and ArcSite integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
