Connect Clappia and ArcSite to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Clappia
Choose an Action
Automatically do this!
Create Project
Update Project Details
Invite Team Members
Find Projects
Get Project Details
Export Proposal As PDF
Get Proposal Line Items
Get Proposal Payments
Ready to use Clappia and ArcSite automations
Actions and Triggers
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.
Do thisActions
Action is the task that follows automatically within your Clappia integrations.
Create Clappia Submission
Create a new submission in a chosen Clappia app using the provided form data and requester email.
Update Submission
Update an existing submission's form data.
Update Submission Status
Update a submission's status and optionally add comments.
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.
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Frequently Asked Questions
To start, connect both your Clappia and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in Clappia triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how Clappia data is recorded in ArcSite. This includes choosing which data fields go into which fields of ArcSite, setting up custom formats, and filtering out unwanted information.
The data sync between Clappia and ArcSite typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Clappia and ArcSite. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Clappia
Clappia provides a cloud workplace where a suite of custom apps can be created within minutes by any business user.
Learn MoreAbout ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn More
