Connect ArcSite and Zeffy
Integrate ArcSite with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ArcSite + Zeffy 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
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
Create Contact
Create or Update Contact
Update Contact
Delete Contact
Find Payments in Zeffy when New Project Created in ArcSite
Use this flowGet Payment from Zeffy when New Project Created in ArcSite
Use this flowList Contacts from Zeffy when New Project Created in ArcSite
Use this flowFind Contact in Zeffy when New Project Created in ArcSite
Use this flowList Campaigns from Zeffy when New Project Created in ArcSite
Use this flowFind Campaign in Zeffy when New Project Created in ArcSite
Use this flowCreate Contact in Zeffy when New Project Created in ArcSite
Use this flowCreate or Update Contact in Zeffy when New Project Created in ArcSite
Use this flowUpdate Contact in Zeffy when New Project Created in ArcSite
Use this flowDelete Contact from Zeffy when New Project Created in ArcSite
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and Zeffy.
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 campaign is created
Runs the workflow automatically whenever a new campaign is created in your account.
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account.
When a new payment or donation is created
Runs the workflow automatically whenever a new payment or donation 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 Zeffy
Zeffy is a 100% free, all-in-one fundraising platform and donor CRM for nonprofits in the United States, Canada, United Kingdom, Ireland, and Australia. It lets organizations collect donations, sell event tickets, run raffles and auctions, manage memberships and online stores, launch peer-to-peer campaigns, and process in-person payments—without platform or transaction fees. Zeffy is funded by optional donor tips, supports major payment methods (cards, Apple Pay, Google Pay, ACH), and includes built-in donor management and email tools with no contact limit at any list size, helping nonprofits raise more while keeping every dollar.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and Zeffy 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 Zeffy 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 Zeffy. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in Zeffy, and a separate workflow where Zeffy 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 Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and Zeffy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
