Connect ArcSite and Whatsapp(OpenWA) to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
When an ArcSite event occurs
Choose an Action
Automatically do this!
Send Image
Send Video
Send Audio
Send Document
Send Location
Send Contact
Send Message
Send Sticker
Send Bulk Messages
List Sessions
Get WhatsApp Session
Get Active Chats
Get Chat History
Get All Contacts
Check Phone Number
Send Template Message
Create Message Template
List WhatsApp Templates
Mark Chat Read or Unread
Create Group
Add or Remove Group Participants
Get Profile Picture URL
Ready to use ArcSite and Whatsapp(OpenWA) automations
Actions and Triggers
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 Message is received
Runs the workflow automatically whenever a new message arrives on the connected WhatsApp account.
When a WhatsApp session is disconnected
Runs the workflow automatically whenever a WhatsApp session is disconnected.
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Update Project
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.
Add Collaborators
Adds one or more people to the specified project and assigns their roles.
Find Projects
Search projects by name or tags and return selected fields.
Get Project
Get ArcSite project by ID
Export Proposal As PDF
Generate a PDF proposal from a drawing using a selected proposal template.
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Frequently Asked Questions
To start, connect both your ArcSite and Whatsapp(OpenWA) accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Whatsapp(OpenWA) (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Whatsapp(OpenWA). This includes choosing which data fields go into which fields of Whatsapp(OpenWA), setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Whatsapp(OpenWA) typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ArcSite and Whatsapp(OpenWA). 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.
About ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreAbout Whatsapp(OpenWA)
Connect to WhatsApp Web to send and receive messages, automate conversations, and streamline customer communication. Build workflows that respond to real-time events, send text and media messages, manage chats, and simplify customer support, notifications, sales, and engagement.
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