Connect ArcSite and Agile CRM
Integrate ArcSite with Agile CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Campaigns in Agilecrm when New Project Created in ArcSite
Create Ticket in Agilecrm when New Project Created in ArcSite
List All Contacts in Agilecrm when When an ArcSite event occurs in ArcSite
List All Companies in Agilecrm when When an ArcSite event occurs in ArcSite
List All Events in Agilecrm when When an ArcSite event occurs in ArcSite
Popular ArcSite + Agile CRM 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
Agile CRM
Automatically do this!
List All Contacts
List All Companies
List All Events
List All Deals
List All Campaigns
List All Tracks
List All Tickets Filter
List All Pending Task
Create Contact
Create Company
Create Deal
Add Event
Create Ticket
Create Task
Add to Campaign
Add Note to Contact
Add Score to Contact
Add Tag to Contact
List All Campaigns in Agilecrm when New Project Created in ArcSite
Use this flowCreate Ticket in Agilecrm when New Project Created in ArcSite
Use this flowList All Contacts in Agilecrm when When an ArcSite event occurs in ArcSite
Use this flowList All Companies in Agilecrm when When an ArcSite event occurs in ArcSite
Use this flowList All Events in Agilecrm when When an ArcSite event occurs in ArcSite
Use this flowList All Deals in Agilecrm when When an ArcSite event occurs in ArcSite
Use this flowList All Campaigns in Agilecrm when When an ArcSite event occurs in ArcSite
Use this flowList All Tracks in Agilecrm when When an ArcSite event occurs in ArcSite
Use this flowList All Tickets Filter in Agilecrm when When an ArcSite event occurs in ArcSite
Use this flowList All Pending Task in Agilecrm when When an ArcSite event occurs in ArcSite
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and Agile CRM.
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.
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
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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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 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 Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and Agile CRM 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 Agile CRM 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 Agile CRM. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in Agile CRM, and a separate workflow where Agile CRM 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 Agile CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and Agile CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
