ArcSite automation for drawings, estimates, and takeoffs
Turn ArcSite estimates into HubSpot leads, send approved takeoffs to QuickBooks, and log drawing updates for cleaner follow-up.
Connect ArcSite with 2200+ apps
Ready to use ArcSite automations
Triggers and Actions in ArcSite Automations
viaSocket makes it simple to connect ArcSite and automate repetitive tasks.
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.
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 Team Members
Add team members to your ArcSite project with roles and email addresses, ensuring all details are correct and complete.
Find Projects
Search projects by name or tags and return selected fields.
Get Project Details
Get ArcSite project by ID
Export Proposal As PDF
Generate a PDF proposal from a drawing using a selected proposal template.
Real-world use cases of ArcSite integrations
See how ArcSite integrates with popular apps to automate tasks and streamline your workflow.
Create HubSpot deals from new ArcSite estimate requests, keeping sales follow-up organized.
Send approved ArcSite takeoffs to QuickBooks for faster job costing and invoicing.
Post Slack alerts when ArcSite drawings are updated, so project managers review changes.
Add completed ArcSite estimates to Google Sheets for monthly revenue tracking.
Route ArcSite lead forms into your CRM after field reps finish site measurements.
Send ArcSite drawing revisions to your spreadsheet for operations reporting and audit trails.
How to get started with ArcSite automations
Automate when something happens in ArcSite
Login -> Create new flow -> Select trigger -> Search ArcSite -> Choose the trigger from the list
Take action in ArcSite when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search ArcSite -> Choose the action from the list
Trigger
Action
Start with a template
Launch your automation in minutes using professionally built workflow templates. Customize them anytime to fit your needs.
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Frequently Asked Questions
You can automate outcomes — create CRM deals from estimates, turn accepted estimates into scheduled jobs, send invoices to accounting, generate customer-facing PDFs, and route field completion data to support and warranty systems. Focus is on reducing manual steps and speeding cash flow.
No. viaSocket provides prebuilt connectors and visual workflow builders so non-technical users can map triggers (like a new estimate) to actions (create a job, send a proposal) without coding.
Yes. viaSocket can add AI steps to workflows — for example, extracting key measurements from uploaded drawings, classifying job types, or drafting proposal text based on ArcSite estimate details — then route outcomes to CRM, accounting or scheduling automatically.
viaSocket follows standard security practices for integrations: encrypted connections, token-based authentication where supported, and controlled access to workflows. You control which systems and fields are shared.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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