Connect ArcSite and projectworks to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

projectworks

Automatically do this!

Enable Integrations or automations with these events of ArcSite and projectworks

Enable Integrations or automations with these events of ArcSite and projectworks

Triggers

New Project

New Project

runs when new project is created

Request a new Trigger for ArcSite

Actions

Create Project

Create Project

Create a New Project and also optionally set other information, such as customer info, sales rep info.

Update Project

Update Project

Update a Project, such as name, information of customer, sales rep...

Project Add Collaborator

Project Add Collaborator

Add a collaborator to the specified project.

Request a new Action for ArcSite

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between ArcSite and projectworks?

To start, connect both your ArcSite and projectworks accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in projectworks (or vice versa).

Can we customize how data from ArcSite is recorded in projectworks?

Absolutely. You can customize how ArcSite data is recorded in projectworks. This includes choosing which data fields go into which fields of projectworks, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ArcSite and projectworks?

The data sync between ArcSite and projectworks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ArcSite to projectworks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ArcSite and projectworks?

Yes, you can set conditional logic to control the flow of data between ArcSite and projectworks. 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.

ArcSite

About ArcSite

ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.

Learn More
projectworks

About projectworks

Projectworks is an intelligent business management software for your entire professional services company.

Learn More