Connect ArcSite and vPlan
Integrate ArcSite with vPlan to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Proposal Line Items in Arcsite when New or Updated Card in vPlan
Get Proposal Line Items in Arcsite when Attached or Detached Resource on a Card in Vplan
Export Proposal As PDF from ArcSite when Collection Deleted in Vplan
Get Proposal Line Items in Arcsite when New or Changed Collection in vPlan
Get Proposal Payments from ArcSite when New or Updated Card in vPlan
Popular ArcSite + vPlan 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
vPlan
Automatically do this!
Create Activity
Create Resource
Get Proposal Line Items in Arcsite when New or Updated Card in vPlan
Use this flowGet Proposal Line Items in Arcsite when Attached or Detached Resource on a Card in Vplan
Use this flowExport Proposal As PDF from ArcSite when Collection Deleted in Vplan
Use this flowGet Proposal Line Items in Arcsite when New or Changed Collection in vPlan
Use this flowGet Proposal Payments from ArcSite when New or Updated Card in vPlan
Use this flowExport Proposal As PDF from ArcSite when New or Changed Comment in Vplan
Use this flowInvite Collaborators to ArcSite when Card Deleted in Vplan
Use this flowGet Proposal Payments from ArcSite when Attached or Detached Label on a Card in vPlan
Use this flowGet Proposal Line Items in Arcsite when Collection Deleted in Vplan
Use this flowGet Proposal Payments from ArcSite when New or Changed Collection in vPlan
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and vPlan.
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 or Changed Collection
Triggers when a new collection is added or changed.
New or Updated Card
Triggers when a card is added or updated.
Attached or Detached Label on a Card
Triggers when a label is attached or detached from a card.
Attached or Detached Resource on a Card
Triggers when a resource is attached or detached from a card.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating ArcSite and vPlan free
No credit card required. Set up your first workflow in minutes.
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
Similar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and vPlan 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 vPlan 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 vPlan. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in vPlan, and a separate workflow where vPlan 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 vPlan. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and vPlan integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
