Connect Recall.ai and ArcSite
Integrate Recall.ai with ArcSite to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in ArcSite when New Recording Becomes Ready in Recall.ai
Update Project Details in ArcSite when New Recording Becomes Ready in Recall.ai
Invite Collaborators to ArcSite when New Recording Becomes Ready in Recall.ai
Find Projects in ArcSite when New Recording Becomes Ready in Recall.ai
Export Proposal As PDF from ArcSite when New Recording Becomes Ready in Recall.ai
Popular Recall.ai + ArcSite flows
Start from a real workflow other teams are already running.
Choose a trigger
Recall.ai
When this happens...
New Recording Becomes Ready
New Transcript Completed
New Webhook Event
Choose an action
ArcSite
Automatically do this!
Create Project
Update Project Details
Invite Collaborators
Find Projects
Export Proposal As PDF
Get Proposal Line Items
Get Proposal Payments
Create Project in ArcSite when New Recording Becomes Ready in Recall.ai
Use this flowUpdate Project Details in ArcSite when New Recording Becomes Ready in Recall.ai
Use this flowInvite Collaborators to ArcSite when New Recording Becomes Ready in Recall.ai
Use this flowFind Projects in ArcSite when New Recording Becomes Ready in Recall.ai
Use this flowExport Proposal As PDF from ArcSite when New Recording Becomes Ready in Recall.ai
Use this flowGet Proposal Line Items in Arcsite when New Recording Becomes Ready in Recall.ai
Use this flowGet Proposal Payments from ArcSite when New Recording Becomes Ready in Recall.ai
Use this flowCreate Project in ArcSite when New Transcript Completed in Recall.ai
Use this flowUpdate Project Details in ArcSite when New Transcript Completed in Recall.ai
Use this flowInvite Collaborators to ArcSite when New Transcript Completed in Recall.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Recall.ai and ArcSite.
When this happensTriggers
A trigger is an event that starts a workflow.
New Recording Becomes Ready
Runs when a recording becomes ready and its media is available; you can set the lookback window (minutes).
New Transcript Completed
Runs when a transcript finishes processing.
New Webhook Event
Runs when Recall.ai sends a bot, recording or transcript status event to your webhook.
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 Recall.ai integrations.
Get Bot
Get a bot with its status history, recordings and download links.
List Bots
List bots filtered by status, platform, meeting link or join time.
Update Scheduled Bot
Change the name, join time, meeting link or settings of a bot that has not joined yet.
Send Bot to Meeting
Send a bot to a Zoom, Google Meet, Teams or Webex meeting now or at a set time to record and transcribe it.
Delete Scheduled Bot
Delete a scheduled bot that has not joined its meeting yet.
Send Chat Message
Send a chat message from a bot into its meeting.
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.
Learn More About Automation
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What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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About Recall.ai
Recall.ai provides developer APIs for recording, transcribing, and analyzing meetings across Zoom, Google Meet, Microsoft Teams, Webex and more. Send meeting bots, get recordings and transcripts, and schedule bots from connected calendars.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Recall.ai and ArcSite 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 Recall.ai and ArcSite 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 ArcSite. No coding required.
Yes. You can set up a workflow where Recall.ai triggers actions in ArcSite, and a separate workflow where ArcSite triggers actions in Recall.ai. 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 Recall.ai and ArcSite. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Recall.ai and ArcSite integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
