Connect ArcSite and Ora
Integrate ArcSite with Ora to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Comment in Ora when When an ArcSite event occurs in ArcSite
Add Member to Card in Ora when When an ArcSite event occurs in ArcSite
Update Organization in Ora when When an ArcSite event occurs in ArcSite
Create Folder in Ora when When an ArcSite event occurs in ArcSite
Create Project in Ora when When an ArcSite event occurs in ArcSite
Popular ArcSite + Ora 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
Ora
Automatically do this!
Create List
Create Comment
Add Member to Card
Create Schedule
Find Task
Find Member
Create Organization
Update Organization
Create Folder
Update Folder
Create Timer
Create Project
Update Project
Create Task
Update Timer
Move task
Delete Organization
Delete Folder
Archive Folder
Update List
Delete List
Delete Project
Create Comment in Ora when When an ArcSite event occurs in ArcSite
Use this flowAdd Member to Card in Ora when When an ArcSite event occurs in ArcSite
Use this flowUpdate Organization in Ora when When an ArcSite event occurs in ArcSite
Use this flowCreate Folder in Ora when When an ArcSite event occurs in ArcSite
Use this flowCreate Project in Ora when When an ArcSite event occurs in ArcSite
Use this flowUpdate List in Ora when When an ArcSite event occurs in ArcSite
Use this flowUpdate Project in Ora when When an ArcSite event occurs in ArcSite
Use this flowDelete Organization in Ora when When an ArcSite event occurs in ArcSite
Use this flowCreate List in Ora when When an ArcSite event occurs in ArcSite
Use this flowFind Task in Ora when When an ArcSite event occurs in ArcSite
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and Ora.
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 Comment Added to Task
Triggers when a new comment is added to task.
New Task
Triggers when a new task is added.
New Assignee Added to Task
Triggers when a new assignee is added to task.
Task Update
Triggers when an existing task is updated in Ora.
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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AI will build it for you
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 Ora
Ora is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, kanban boards, and real-time chat, making it ideal for teams looking to improve their project execution and collaboration efforts.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and Ora 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 Ora 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 Ora. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in Ora, and a separate workflow where Ora 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 Ora. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and Ora integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
