Connect ArcSite and Shortcut
Integrate ArcSite with Shortcut to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Iteration (Sprint) in Shortcut when New Project Created in ArcSite
Update Story in Shortcut when New Project Created in ArcSite
Create Project in ArcSite when When a new category is created in Shortcut
Update Epic in Shortcut when New Project Created in ArcSite
Find Category Details in Shortcut when New Project Created in ArcSite
Popular ArcSite + Shortcut 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
Shortcut
Automatically do this!
Create Story
Search Stories
Create Category
Create Label
Create Epic
List Categories
Find Category Details
List Objectives for a Category
Get Entity Template
List Epics
Get Epic Details
List Iterations
List Labels
List Linked Files
List Workspace Members
List Objectives
List Workflows
Update Story
Add Comment to Story
Update Epic
Create Task in Story
Add a Comment to an Epic
Update Label
Create Document
Create an Objective
Update Objective
Create Iteration (Sprint)
Update Iteration
Create Iteration (Sprint) in Shortcut when New Project Created in ArcSite
Use this flowUpdate Story in Shortcut when New Project Created in ArcSite
Use this flowCreate Project in ArcSite when When a new category is created in Shortcut
Use this flowUpdate Epic in Shortcut when New Project Created in ArcSite
Use this flowFind Category Details in Shortcut when New Project Created in ArcSite
Use this flowExport Proposal As PDF from ArcSite when When a new category is created in Shortcut
Use this flowCreate Project in ArcSite when When a new epic is created in Shortcut
Use this flowFind Projects in ArcSite when When a new epic is created in Shortcut
Use this flowCreate Project in ArcSite when When a new iteration is created in Shortcut
Use this flowList Labels from Shortcut when New Project Created in ArcSite
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and Shortcut.
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.
When a new category is created
Runs the workflow automatically whenever a new category is created in the account.
When a new epic is created
Runs the workflow automatically whenever a new epic is created in the account.
When a new iteration is created
Runs the workflow automatically whenever a new iteration is created in the account.
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 Shortcut
Shortcut is a project management tool designed to help teams plan, collaborate, and track their work efficiently. It offers features like task management, workflow automation, and team collaboration to streamline project execution.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and Shortcut 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 Shortcut 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 Shortcut. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in Shortcut, and a separate workflow where Shortcut 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 Shortcut. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and Shortcut integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
