Connect ArcSite and siteleaf
Integrate ArcSite with siteleaf to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document in Siteleaf when When an ArcSite event occurs in ArcSite
Create Page in Siteleaf when When an ArcSite event occurs in ArcSite
Publish Site to Siteleaf when When an ArcSite event occurs in ArcSite
Create Project in ArcSite when New Collection in Siteleaf
Update Project Details in ArcSite when New Collection in Siteleaf
Popular ArcSite + siteleaf 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
siteleaf
Automatically do this!
Create Document
Create Page
Publish Site
Create Document in Siteleaf when When an ArcSite event occurs in ArcSite
Use this flowCreate Page in Siteleaf when When an ArcSite event occurs in ArcSite
Use this flowPublish Site to Siteleaf when When an ArcSite event occurs in ArcSite
Use this flowCreate Project in ArcSite when New Collection in Siteleaf
Use this flowUpdate Project Details in ArcSite when New Collection in Siteleaf
Use this flowInvite Team Members to ArcSite when New Collection in Siteleaf
Use this flowFind Projects in ArcSite when New Collection in Siteleaf
Use this flowExport Proposal As PDF from ArcSite when New Collection in Siteleaf
Use this flowGet Proposal Line Items in Arcsite when New Collection in Siteleaf
Use this flowGet Proposal Payments from ArcSite when New Collection in Siteleaf
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and siteleaf.
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 Collection
runs when New Collection Created
New Document Created
Runs when new document is created
New Page Is Created
runs when New Page Is Created
New Site
Runs when new site 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 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.
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 siteleaf
Send invitations to clients, colleagues, and others to edit and review sites. Managing content in Siteleaf is easy enough anyone can do it, with nothing to install.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and siteleaf 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 siteleaf 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 siteleaf. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in siteleaf, and a separate workflow where siteleaf 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 siteleaf. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and siteleaf integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
