Connect OneDrive and ArcSite to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Folder
Choose an Action
Automatically do this!
Create Project
Update Project
Invite Team Members
Find Projects
Get Project
Export Proposal As PDF
Get Proposal Line Items
Get Proposal Payments
Ready to use OneDrive and ArcSite automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New File
Triggers when a new file is added.
New Folder
Trigger when new folder is added.
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 OneDrive integrations.
Create a Folder
Creates a folder.
Upload a New File
Upload a new file
Find File
Find a .txt or .md file
Find Folders
Search your OneDrive for folders by name. You can search your whole drive, look inside a specific parent folder, and include folders that others have shared with you.
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.
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Frequently Asked Questions
To start, connect both your OneDrive and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in OneDrive triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how OneDrive 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 OneDrive 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 OneDrive 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 OneDrive
Microsoft OneDrive is a file hosting service operated by Microsoft. First released in August 2007, it allows registered users to store, share and sync their files. OneDrive also works as the storage backend of the web version of Microsoft 365 / Office.
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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