Connect ArcSite and Flow to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Flow

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

When an ArcSite event occurs

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 Task

New Task

Triggers when a new task is created in GetFlow.

Task Completed

Task Completed

Triggers when a task is marked as completed in GetFlow.

New Project

New Project

Triggers when a new project is added.

Request a new Trigger for ArcSite

Do thisActions

Action is the task that follows automatically within your ArcSite integrations.

Create Project

Create Project

Create a new project with essential details like name, owner, and work site information.

Update Project

Update Project

Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.

Invite Team Members

Invite Team Members

Add team members to your ArcSite project with roles and email addresses, ensuring all details are correct and complete.

Find Projects

Find Projects

Search projects by name or tags and return selected fields.

Get Project

Get Project

Get ArcSite project by ID

Export Proposal As PDF

Export Proposal As PDF

Generate a PDF proposal from a drawing using a selected proposal template.

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
viaSocket
What can I help you with?
How can I set trigger?
10:30 AM ✓

Instant answers

AI assistant available 24/7

Expert support

Connect with our specialists

Trusted & secure

Your data is safe with us

Frequently Asked Questions

How do I start an integration between ArcSite and Flow?

To start, connect both your ArcSite and Flow accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Flow (or vice versa).

Can we customize how data from ArcSite is recorded in Flow?

Absolutely. You can customize how ArcSite data is recorded in Flow. This includes choosing which data fields go into which fields of Flow, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ArcSite and Flow?

The data sync between ArcSite and Flow typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ArcSite to Flow?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ArcSite and Flow?

Yes, you can set conditional logic to control the flow of data between ArcSite and Flow. 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.

ArcSite

About ArcSite

ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.

Learn More
Flow

About Flow

GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.

Learn More