Connect ArcSite and Zendesk Sell
Integrate ArcSite with Zendesk Sell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Contact or Company Details in Zendesk Sell when New Project Created in ArcSite
Stop Sequence Enrollment in Zendesk Sell when New Project Created in ArcSite
Create Product in Zendesk Sell when New Project Created in ArcSite
Update Product By ID in Zendesk Sell when New Project Created in ArcSite
Create a Lead in Zendesk Sell when New Project Created in ArcSite
Popular ArcSite + Zendesk Sell 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
Zendesk Sell
Automatically do this!
Update Contact or Company Details
Stop Sequence Enrollment
Create Product
Update Product By ID
Create a Lead
Create Note
List All Leads
List All Contacts
List All Products
List Sequences
List Lead Sources
List All Deals
Enroll In Sequence
Create Contact Or Company
Create Task
Create a Deal
Update Deal
Update Lead
List All Deal Source
List All Notes
List Pipeline Stages
List All Users
Update Contact or Company Details in Zendesk Sell when New Project Created in ArcSite
Use this flowStop Sequence Enrollment in Zendesk Sell when New Project Created in ArcSite
Use this flowCreate Product in Zendesk Sell when New Project Created in ArcSite
Use this flowUpdate Product By ID in Zendesk Sell when New Project Created in ArcSite
Use this flowCreate a Lead in Zendesk Sell when New Project Created in ArcSite
Use this flowCreate Note in Zendesk Sell when New Project Created in ArcSite
Use this flowList All Leads from Zendesk Sell when New Project Created in ArcSite
Use this flowList All Contacts from Zendesk Sell when New Project Created in ArcSite
Use this flowList All Products from Zendesk Sell when New Project Created in ArcSite
Use this flowList Sequences from Zendesk Sell when New Project Created in ArcSite
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and Zendesk Sell.
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 Product Is Added
Runs when new product is added
New Task Is Created
Runs when new task is created
New Note Is Created
Runs when new note is created
New Lead Created or Updated
Triggers when a lead is added or an existing lead’s details change.
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.
Get Project Details
Get ArcSite project by ID
Export Proposal As PDF
Generate a PDF proposal from a drawing using a selected proposal template.
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 Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and Zendesk Sell 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 Zendesk Sell 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 Zendesk Sell. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in Zendesk Sell, and a separate workflow where Zendesk Sell 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 Zendesk Sell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and Zendesk Sell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
