Connect ArcSite and Cognito Forms
Integrate ArcSite with Cognito Forms to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List forms in Cognito Forms when New Project Created in ArcSite
Create form entry in Cognito Forms when New Project Created in ArcSite
Delete entry from Cognito Forms when New Project Created in ArcSite
Get Document from Cognito Forms when New Project Created in ArcSite
Get form entry from Cognito Forms when New Project Created in ArcSite
Popular ArcSite + Cognito Forms 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
Cognito Forms
Automatically do this!
List forms
Create form entry
Delete entry
Get Document
Get form entry
List forms in Cognito Forms when New Project Created in ArcSite
Use this flowCreate form entry in Cognito Forms when New Project Created in ArcSite
Use this flowDelete entry from Cognito Forms when New Project Created in ArcSite
Use this flowGet Document from Cognito Forms when New Project Created in ArcSite
Use this flowGet form entry from Cognito Forms when New Project Created in ArcSite
Use this flowList forms in Cognito Forms when When an ArcSite event occurs in ArcSite
Use this flowCreate form entry in Cognito Forms when When an ArcSite event occurs in ArcSite
Use this flowDelete entry from Cognito Forms when When an ArcSite event occurs in ArcSite
Use this flowGet Document from Cognito Forms when When an ArcSite event occurs in ArcSite
Use this flowGet form entry from Cognito Forms when When an ArcSite event occurs in ArcSite
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and Cognito Forms.
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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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 Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and Cognito Forms 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 Cognito Forms 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 Cognito Forms. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in Cognito Forms, and a separate workflow where Cognito Forms 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 Cognito Forms. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and Cognito Forms integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
