Connect ArcSite and Chartbrew
Integrate ArcSite with Chartbrew to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Team in Chartbrew when New Project Created in ArcSite
Get Team Details from Chartbrew when New Project Created in ArcSite
Update Team Settings in Chartbrew when New Project Created in ArcSite
Create Project With Dashboard in Chartbrew when New Project Created in ArcSite
List Team Projects from Chartbrew when New Project Created in ArcSite
Popular ArcSite + Chartbrew 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
Chartbrew
Automatically do this!
Create Team
Get Team Details
Update Team Settings
Create Project With Dashboard
List Team Projects
Get Project Details
Update Project Details
Delete Project Permanently
Create Project Share Policy
Update Project Share Policy
Delete Project Share Policy
Create Public Dashboard Link
Fetch Teams
Create Team in Chartbrew when New Project Created in ArcSite
Use this flowGet Team Details from Chartbrew when New Project Created in ArcSite
Use this flowUpdate Team Settings in Chartbrew when New Project Created in ArcSite
Use this flowCreate Project With Dashboard in Chartbrew when New Project Created in ArcSite
Use this flowList Team Projects from Chartbrew when New Project Created in ArcSite
Use this flowGet Project Details from Chartbrew when New Project Created in ArcSite
Use this flowUpdate Project Details in Chartbrew when New Project Created in ArcSite
Use this flowDelete Project Permanently from Chartbrew when New Project Created in ArcSite
Use this flowCreate Project Share Policy in Chartbrew when New Project Created in ArcSite
Use this flowUpdate Project Share Policy in Chartbrew when New Project Created in ArcSite
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and Chartbrew.
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 Chartbrew
Chartbrew is a powerful tool for creating and managing data visualizations. It allows users to connect to various data sources and build interactive charts and dashboards, making data analysis and presentation seamless and efficient.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and Chartbrew 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 Chartbrew 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 Chartbrew. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in Chartbrew, and a separate workflow where Chartbrew 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 Chartbrew. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and Chartbrew integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
