Connect ArcSite and Teamleader Focus
Integrate ArcSite with Teamleader Focus to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in ArcSite when New Deal in Teamleader Focus
Update Project Details in ArcSite when New Deal in Teamleader Focus
Invite Collaborators to ArcSite when New Deal in Teamleader Focus
Find Projects in ArcSite when New Deal in Teamleader Focus
Export Proposal As PDF from ArcSite when New Deal in Teamleader Focus
Popular ArcSite + Teamleader Focus 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
Teamleader Focus
Automatically do this!
Get User Info
Find Contact
Find Company
Create Deal
Link Contact To Company
Create Company
Search Company
List Company
List Contact
List Meetings
List Calls
List Call Outcomes
List Events
List Activity Types
List Orders
List Deals
List Deal Pipelines
List Deal Phases
List Deal Sources
List Quotations
List Invoices
List Credit Notes
List Subscriptions
List Tax Rates
List Payment Terms
List Payment Methods
List Products
List Projects
List Milestones
List Tasks
List Time Tracking
List Tickets
List Ticket Status
List Users
List Teams
List Work Types
Create Contact
Search Contact By Email
Update Contact
Create Project in ArcSite when New Deal in Teamleader Focus
Use this flowUpdate Project Details in ArcSite when New Deal in Teamleader Focus
Use this flowInvite Collaborators to ArcSite when New Deal in Teamleader Focus
Use this flowFind Projects in ArcSite when New Deal in Teamleader Focus
Use this flowExport Proposal As PDF from ArcSite when New Deal in Teamleader Focus
Use this flowGet Proposal Line Items in Arcsite when New Deal in Teamleader Focus
Use this flowGet Proposal Payments from ArcSite when New Deal in Teamleader Focus
Use this flowCreate Project in ArcSite when New Contact in Teamleader Focus
Use this flowUpdate Project Details in ArcSite when New Contact in Teamleader Focus
Use this flowInvite Collaborators to ArcSite when New Contact in Teamleader Focus
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and Teamleader Focus.
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 Deal
Trigger when a deal is created.
New Contact
Trigger when a new Contact is created.
New Company
Trigger When a new Company is created.
Deal Accepted
Trigger when a deal is updated.
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 Teamleader Focus
Teamleader is a comprehensive project management and CRM tool designed to streamline your business operations. It offers features such as task management, time tracking, invoicing, and customer relationship management to help you manage your projects and clients efficiently.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and Teamleader Focus 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 Teamleader Focus 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 Teamleader Focus. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in Teamleader Focus, and a separate workflow where Teamleader Focus 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 Teamleader Focus. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and Teamleader Focus integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
