Connect ArcSite and Flow to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

Flow

Automatically do this!

Ready to use ArcSite and Flow automations

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.

New ArcSite Event

New ArcSite Event

Runs when new ArcSite event occurs

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

Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.

Update Project

Update Project

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

Add Collaborators

Add Collaborators

Adds one or more people to the specified project and assigns their roles.

Create Task

Create Task

Creates a new task in GetFlow Account.

list task

list task

get a task in flow.

Get List

Get List

get a List in flow.

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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.

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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