Connect ArcSite and Template To
Integrate ArcSite with Template To to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create PDF from Template with Template To when New Project Created in ArcSite
Get Upcoming Invoices from Template To when New Project Created in ArcSite
Convert HTML to PDF with Template To when New Project Created in ArcSite
Create Text From Template using Template To when New Project Created in ArcSite
Create Text From HTML using Template To when New Project Created in ArcSite
Popular ArcSite + Template To 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
Template To
Automatically do this!
Create PDF from Template
Get Upcoming Invoices
Convert HTML to PDF
Create Text From Template
Create Text From HTML
Create PDF from Template with Template To when New Project Created in ArcSite
Use this flowGet Upcoming Invoices from Template To when New Project Created in ArcSite
Use this flowConvert HTML to PDF with Template To when New Project Created in ArcSite
Use this flowCreate Text From Template using Template To when New Project Created in ArcSite
Use this flowCreate Text From HTML using Template To when New Project Created in ArcSite
Use this flowCreate PDF from Template with Template To when When an ArcSite event occurs in ArcSite
Use this flowGet Upcoming Invoices from Template To when When an ArcSite event occurs in ArcSite
Use this flowConvert HTML to PDF with Template To when When an ArcSite event occurs in ArcSite
Use this flowCreate Text From Template using Template To when When an ArcSite event occurs in ArcSite
Use this flowCreate Text From HTML using Template To when When an ArcSite event occurs in ArcSite
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and Template To.
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 template is created
Runs the workflow automatically whenever a new template 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 Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and Template To 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 Template To 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 Template To. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in Template To, and a separate workflow where Template To 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 Template To. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and Template To integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
