Connect Microsoft Word and ArcSite to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document Created1
New Document Created
Choose an Action
Automatically do this!
Create Project
Update Project
Invite Team Members
Find Projects
Get Project Details
Export Proposal As PDF
Get Proposal Line Items
Get Proposal Payments
Ready to use Microsoft Word and ArcSite automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created1
Triggers when a new Microsoft Word document is created.
New Document Created
Triggers when new document is created.
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 Microsoft Word integrations.
Create Word Document
Creates a new Microsoft Word document from a template or blank.
List All Word Documents
Shows all Word documents stored in your OneDrive.
Create Project
Create a new project with essential details like name, owner, and work site information.
Update Project
Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or 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.
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Frequently Asked Questions
To start, connect both your Microsoft Word and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Word triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how Microsoft Word 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 Microsoft Word 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 Microsoft Word 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 Microsoft Word
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
Learn MoreAbout ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
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