Connect ArcSite and Parma
Integrate ArcSite with Parma to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Proposal Line Items in Arcsite when New Note Added in Parma
Get Proposal Line Items in Arcsite when New Deal Created in Parma
Delete Relationship in Parma when When an ArcSite event occurs in ArcSite
List Relationship Groups from Parma when When an ArcSite event occurs in ArcSite
List Groups from Parma when New Project Created in ArcSite
Popular ArcSite + Parma 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
Parma
Automatically do this!
Add Note to Contact
Create Relationship
Get Relationship Details
Delete Relationship
List Deals
List Groups
List All Notes
List All Pipelines
List Relationships
List Relationship Groups
List Relationship Notes
List Stages
List All Users
Update Relationship
Update Note
Add Relationship to Group
Remove Relationship From Group
Get Proposal Line Items in Arcsite when New Note Added in Parma
Use this flowGet Proposal Line Items in Arcsite when New Deal Created in Parma
Use this flowDelete Relationship in Parma when When an ArcSite event occurs in ArcSite
Use this flowList Relationship Groups from Parma when When an ArcSite event occurs in ArcSite
Use this flowList Groups from Parma when New Project Created in ArcSite
Use this flowList Groups from Parma when When an ArcSite event occurs in ArcSite
Use this flowList All Pipelines from Parma when When an ArcSite event occurs in ArcSite
Use this flowList Relationships from Parma when When an ArcSite event occurs in ArcSite
Use this flowList Stages from Parma when When an ArcSite event occurs in ArcSite
Use this flowGet Relationship Details from Parma when When an ArcSite event occurs in ArcSite
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and Parma.
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 Relationship
Runs when new relationship
New Note Added
Trigger when new note is added
New Deal Created
Triggers when a new deal is created
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 Parma
Parma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and Parma 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 Parma 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 Parma. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in Parma, and a separate workflow where Parma 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 Parma. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and Parma integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
