Connect ArcSite and Pinch Payments 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 or Update Scheduled Payment
Add a Source to a Payer
Create or Update Payer
Add a Subscription
Find a Subscription
Create Realtime Payment
Find an Event
Find Payer
Ready to use ArcSite and Pinch Payments 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 Payer
Triggered when a new payer created in Pinch Payments.
New Subscription
Triggered when a new subscription is created in Pinch Payments.
New Payment
Triggered when a new payment is created in Pinch Payments.
Payer Updated
Triggered when a payer is updated in Pinch Payments.
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.
Update Project
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or 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
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 Pinch Payments accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Pinch Payments (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Pinch Payments. This includes choosing which data fields go into which fields of Pinch Payments, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Pinch Payments 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 Pinch Payments. 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 Pinch Payments
Pinch Payments is a PCI Compliant Australian payments platform designed to simplify and automate the process of rent payments and property management. It offers seamless payment processing for standard and recurring invoices, standalone transactions, and subscriptions. With Pinch, tenants and landlords can easily manage and track payments, using automated bank account, direct debit, and credit card options for a smooth experience.
Learn More
