Connect ArcSite and Agent AI
Integrate ArcSite with Agent AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Web Page Content in Agentai when When an ArcSite event occurs in ArcSite
Get Instagram Followers in Agentai when New Project Created in ArcSite
Get Company Earnings Info in Agentai when New Project Created in ArcSite
Get Domain Information in Agentai when New Project Created in ArcSite
Get Company Financial Profile in Agentai when When an ArcSite event occurs in ArcSite
Popular ArcSite + Agent AI flows
Start from a real workflow other teams are already running.
Choose a trigger
ArcSite
When this happens...
New Project Created
When an ArcSite event occurs
Choose an action
Agent AI
Automatically do this!
Web Page Content
Web Page Screenshot
YouTube Video Transcript
YouTube Channel Data
Get Company Earnings Info
Get Company Financial Profile
Get Domain Information
Google News Data
YouTube Search Results
Search Results
Get Recent Tweets
Get LinkedIn Profile
Find LinkedIn Profile
Get LinkedIn Activity
Enrich Company Data
Get Bluesky Posts
Search Bluesky Posts
Get Instagram Profile
Get Instagram Followers
Convert text to speech
Use GenAI [LLM]
Generate Image
Convert file
Web Page Content in Agentai when When an ArcSite event occurs in ArcSite
Use this flowGet Instagram Followers in Agentai when New Project Created in ArcSite
Use this flowGet Company Earnings Info in Agentai when New Project Created in ArcSite
Use this flowGet Domain Information in Agentai when New Project Created in ArcSite
Use this flowGet Company Financial Profile in Agentai when When an ArcSite event occurs in ArcSite
Use this flowGet LinkedIn Profile in Agentai when New Project Created in ArcSite
Use this flowGet Bluesky Posts in Agentai when New Project Created in ArcSite
Use this flowSearch Results in Agentai when New Project Created in ArcSite
Use this flowGet Recent Tweets in Agentai when New Project Created in ArcSite
Use this flowEnrich Company Data in Agentai when When an ArcSite event occurs in ArcSite
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and Agent AI.
When this happensTriggers
A trigger is an event that starts a workflow.
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 ArcSite 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 Collaborators
Invite collaborators to a project by assigning roles and providing their email addresses.
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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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 ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn moreSimilar apps
About Agent AI
Agent AI is a cutting-edge platform that leverages artificial intelligence to enhance customer support and engagement. It provides automated solutions to streamline customer interactions, improve response times, and deliver personalized experiences. With its advanced AI capabilities, Agent AI helps businesses optimize their customer service operations and increase customer satisfaction.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and Agent AI 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 ArcSite and Agent AI 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 Agent AI. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in Agent AI, and a separate workflow where Agent AI triggers actions in ArcSite. 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 ArcSite and Agent AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and Agent AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
