Connect ArcSite and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
When an ArcSite event occurs
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create Estimate
Create Company Customer
Create Quote
Update a company customer
Ready to use ArcSite and Pennylane 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.
New Customer Invoice Created
Runs when new customer invoice is created
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Create a new project with essential details like name, owner, and work site information.
Edit 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.
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Frequently Asked Questions
To start, connect both your ArcSite and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Pennylane. This includes choosing which data fields go into which fields of Pennylane, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Pennylane 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 Pennylane. 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 Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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