Connect ArcSite and OneHash CRM
Integrate ArcSite with OneHash CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in ArcSite when New Record in OneHash CRM
Update Project Details in ArcSite when New Record in OneHash CRM
Invite Collaborators to ArcSite when New Record in OneHash CRM
Find Projects in ArcSite when New Record in OneHash CRM
Export Proposal As PDF from ArcSite when New Record in OneHash CRM
Popular ArcSite + OneHash CRM 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
OneHash CRM
Automatically do this!
Create new lead
Update lead details
Create a record
Find Or Create Lead
Create Project in ArcSite when New Record in OneHash CRM
Use this flowUpdate Project Details in ArcSite when New Record in OneHash CRM
Use this flowInvite Collaborators to ArcSite when New Record in OneHash CRM
Use this flowFind Projects in ArcSite when New Record in OneHash CRM
Use this flowExport Proposal As PDF from ArcSite when New Record in OneHash CRM
Use this flowGet Proposal Line Items in Arcsite when New Record in OneHash CRM
Use this flowGet Proposal Payments from ArcSite when New Record in OneHash CRM
Use this flowCreate Project in ArcSite when record is created or updated in OneHash CRM
Use this flowUpdate Project Details in ArcSite when record is created or updated in OneHash CRM
Use this flowInvite Collaborators to ArcSite when record is created or updated in OneHash CRM
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and OneHash CRM.
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 Record
runs when new record is created
record is created or updated
runs when record is created or updated
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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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 OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and OneHash CRM 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 OneHash CRM 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 OneHash CRM. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in OneHash CRM, and a separate workflow where OneHash CRM 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 OneHash CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and OneHash CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
