Connect ArcSite and Redbooth
Integrate ArcSite with Redbooth to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Subtask in Redbooth when When an ArcSite event occurs in ArcSite
Create Conversation in Redbooth when When an ArcSite event occurs in ArcSite
Get an Organization in Redbooth when When an ArcSite event occurs in ArcSite
Update Task in Redbooth when When an ArcSite event occurs in ArcSite
Update Subtask in Redbooth when When an ArcSite event occurs in ArcSite
Popular ArcSite + Redbooth 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
Redbooth
Automatically do this!
Create Comment
Create Subtask
Create Task
Create TaskList
Create Conversation
Create Note
Create Organization
Find a Task
Get a Tasklist
Get a Project
Get an Organization
Update Task
Update Tasklist
Update Subtask
Update Project
Update Note
Update File
Update Conversation
Delete Subtask
Delete Project
Delete Organization
Delete Note
Delete File
Delete Conversation
Create Workspace
Delete Task
List All Activities
List All Notes
List All Conversation
List All Files
List All Memberships
List All Notifications
List All People
List All Project
List All Tags
List All Tasklist
List All Task
List All Users
Create Subtask in Redbooth when When an ArcSite event occurs in ArcSite
Use this flowCreate Conversation in Redbooth when When an ArcSite event occurs in ArcSite
Use this flowGet an Organization in Redbooth when When an ArcSite event occurs in ArcSite
Use this flowUpdate Task in Redbooth when When an ArcSite event occurs in ArcSite
Use this flowUpdate Subtask in Redbooth when When an ArcSite event occurs in ArcSite
Use this flowUpdate Note in Redbooth when When an ArcSite event occurs in ArcSite
Use this flowUpdate File in Redbooth when When an ArcSite event occurs in ArcSite
Use this flowDelete Organization from Redbooth when When an ArcSite event occurs in ArcSite
Use this flowList All Notifications from Redbooth when When an ArcSite event occurs in ArcSite
Use this flowList All People from Redbooth when When an ArcSite event occurs in ArcSite
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and Redbooth.
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 Task
Triggers when a new task is created
New Workspace
Triggers when new workspace created
New Notification
Trigger when New Notifition created
New TaskList
Triggers when a new tasklist 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 Redbooth
Redbooth is an easy-to-use online task and project management software for busy teams. With Redbooth, teams can collaborate on projects, manage tasks, and communicate in real-time, boosting productivity and streamlining workflows.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and Redbooth 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 Redbooth 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 Redbooth. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in Redbooth, and a separate workflow where Redbooth 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 Redbooth. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and Redbooth integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
