Connect ArcSite and Copilot
Integrate ArcSite with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Copilot when New Project Created in ArcSite
Create Company in Copilot when New Project Created in ArcSite
Create Message Channel in Copilot when New Project Created in ArcSite
Create Link on Copilot when New Project Created in ArcSite
Create Folder in Copilot when New Project Created in ArcSite
Popular ArcSite + Copilot 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
Copilot
Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Create Client in Copilot when New Project Created in ArcSite
Use this flowCreate Company in Copilot when New Project Created in ArcSite
Use this flowCreate Message Channel in Copilot when New Project Created in ArcSite
Use this flowCreate Link on Copilot when New Project Created in ArcSite
Use this flowCreate Folder in Copilot when New Project Created in ArcSite
Use this flowCreate File in Copilot when New Project Created in ArcSite
Use this flowCreate Note in Copilot when New Project Created in ArcSite
Use this flowUpdate a Note in Copilot when New Project Created in ArcSite
Use this flowUpdate Client in Copilot when New Project Created in ArcSite
Use this flowUpdate Company in Copilot when New Project Created in ArcSite
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and Copilot.
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 Client
Trigger whenever any new client 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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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 Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and Copilot 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 Copilot 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 Copilot. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in Copilot, and a separate workflow where Copilot 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 Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and Copilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
