Automate ArcSite workflows — from drawing to done
Use viaSocket to turn ArcSite sketches, takeoffs and estimates into CRM deals, scheduled jobs, invoices and follow-ups — without custom code.
Connect ArcSite with 2100+ 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.
New ArcSite Event
Runs when new ArcSite event occurs
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.
Real-world use cases of ArcSite integrations
See how ArcSite integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule
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
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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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