Connect ArcSite and Content Workflow Bynder to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
When an ArcSite event occurs
Choose an Action
Automatically do this!
Create Project
Create New Item
List Project Items
List Projects
Upload File to Project
List Project Files
List Project Folders
Move item to a folder
Set Item Status
List Project Statuses
List Accounts
List Project Templates
Ready to use ArcSite and Content Workflow Bynder automations
Actions and Triggers
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.
When an item's status changes
Runs the workflow automatically whenever an item's status changes in Bynder Content Workflow.
Item Created
Runs the workflow automatically whenever a new item is created in Bynder Content Workflow.
Item Assignees Updated
Content Workflow Bynder Action
Comment Was Added
Runs the workflow automatically when a comment is added to a project in Content Workflow Bynder.
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 Team Members
Add team members to your ArcSite project with roles and email addresses, ensuring all details are correct and complete.
Find Projects
Search projects by name or tags and return selected fields.
Get Project Details
Get ArcSite project by ID
Export Proposal As PDF
Generate a PDF proposal from a drawing using a selected proposal template.
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Frequently Asked Questions
To start, connect both your ArcSite and Content Workflow Bynder accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Content Workflow Bynder (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Content Workflow Bynder. This includes choosing which data fields go into which fields of Content Workflow Bynder, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Content Workflow Bynder typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ArcSite and Content Workflow Bynder. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreAbout Content Workflow Bynder
Content Workflow is a Content Operations Platform that brings people, process & content together—to save businesses time & improve content quality.
Learn More
