Connect siteleaf and ArcSite to Build Intelligent Automations
Choose a Trigger
When this happens...
New Collection
New Document Created
New Page Is Created
New Site
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 siteleaf and ArcSite automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Collection
runs when New Collection Created
New Document Created
Runs when new document is created
New Page Is Created
runs when New Page Is Created
New Site
Runs when new site 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 siteleaf integrations.
Create Document
Create a new document in Siteleaf
Create Page
Create a new page on the site
Publish Site
Publish your site
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.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Know More About Siteleaf and Arcsite Integrations
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
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.
Frequently Asked Questions
To start, connect both your siteleaf and ArcSite accounts to viaSocket. Once connected, you can set up a workflow where an event in siteleaf triggers actions in ArcSite (or vice versa).
Absolutely. You can customize how siteleaf 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 siteleaf 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 siteleaf 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 siteleaf
Send invitations to clients, colleagues, and others to edit and review sites. Managing content in Siteleaf is easy enough anyone can do it, with nothing to install.
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
