Connect ArcSite and Businessmap
Integrate ArcSite with Businessmap to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Export Proposal As PDF from ArcSite when Card Created in Businessmap
Export Proposal As PDF from ArcSite when Card Details Updated in Businessmap
Invite Collaborators to ArcSite when Card Discarded from Businessmap
Get Proposal Line Items in Arcsite when Card Restored in Businessmap
Get Proposal Line Items in Arcsite when Card Unarchived in Businessmap
Popular ArcSite + Businessmap 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
Businessmap
Automatically do this!
Add a Comment to a Card
Get Columns
Get a Card Attachments
Get all Comments
Find Card
Create a Attachment
Update an Attachment
Create a Card
Log Time for Card
Unblock a Card
Add Subtask
Create a Board
Archive/Unarchive Card
Discard Card or Restore Discarded Card
Create a Tag
List Boards
List Card
Export Proposal As PDF from ArcSite when Card Created in Businessmap
Use this flowExport Proposal As PDF from ArcSite when Card Details Updated in Businessmap
Use this flowInvite Collaborators to ArcSite when Card Discarded from Businessmap
Use this flowGet Proposal Line Items in Arcsite when Card Restored in Businessmap
Use this flowGet Proposal Line Items in Arcsite when Card Unarchived in Businessmap
Use this flowCreate Project in ArcSite when New Subtask in Businessmap
Use this flowUpdate Project Details in ArcSite when Subtask Updated in Businessmap
Use this flowFind Projects in ArcSite when Comment deleted in Businessmap
Use this flowExport Proposal As PDF from ArcSite when Comment deleted in Businessmap
Use this flowUpdate Project Details in ArcSite when Workspace Renamed in Businessmap
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and Businessmap.
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 Comment
Triggers when a comment is created.
Card Created
Triggers activate for any event on your board; use a "Filter" to specify actions like "Card created", "Card details changed", "Card moved", or "Card deleted".
Board structure changed
Trigger when Board structure changed.
New Board
Trigger when new board 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 Businessmap
BusinessMap is a powerful tool for visualizing and analyzing business data geographically. It helps companies to manage their resources and planning strategies effectively by mapping out critical business information on interactive maps.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and Businessmap 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 Businessmap 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 Businessmap. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in Businessmap, and a separate workflow where Businessmap 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 Businessmap. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and Businessmap integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
