Connect ArcSite and Docstar
Integrate ArcSite with Docstar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in ArcSite when When a new document is created in Docstar
Update Project Details in ArcSite when When a new document is created in Docstar
Invite Collaborators to ArcSite when When a new document is created in Docstar
Find Projects in ArcSite when When a new document is created in Docstar
Export Proposal As PDF from ArcSite when When a new document is created in Docstar
Popular ArcSite + Docstar 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
Docstar
Automatically do this!
Find Documents
Create Page
Find Pages in a Collection
View Page Text and Metadata
Create Page Endpoint
Create Pending FAQ Entries
Approve or Reject an FAQ
View FAQ Details
Create Project in ArcSite when When a new document is created in Docstar
Use this flowUpdate Project Details in ArcSite when When a new document is created in Docstar
Use this flowInvite Collaborators to ArcSite when When a new document is created in Docstar
Use this flowFind Projects in ArcSite when When a new document is created in Docstar
Use this flowExport Proposal As PDF from ArcSite when When a new document is created in Docstar
Use this flowGet Proposal Line Items in Arcsite when When a new document is created in Docstar
Use this flowCreate Project in ArcSite when When a document is updated in Docstar
Use this flowUpdate Project Details in ArcSite when When a document is updated in Docstar
Use this flowInvite Collaborators to ArcSite when When a document is updated in Docstar
Use this flowFind Projects in ArcSite when When a document is updated in Docstar
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and Docstar.
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 a new document is created
Runs the workflow automatically whenever a new document is created.
When a document is updated
Runs the workflow automatically whenever a document is updated.
When a document is deleted
Runs the workflow automatically whenever a document is deleted from the account.
When a document's title changes
Runs the workflow automatically whenever any document's title is changed.
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 Docstar
Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and Docstar 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 Docstar 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 Docstar. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in Docstar, and a separate workflow where Docstar 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 Docstar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and Docstar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
