Create projects in ArcSite for new Calendly invitees
Effortlessly keep track of new appointments with this Calendly-ArcSite integration. When a new invitee is created in Calendly, this workflow instantly creates a project in ArcSite, ensuring a seamless scheduling experience for both you and your clients. Save time and stay organized by connecting your scheduling and project management tools together.
Effortlessly keep track of new appointments with this Calendly-ArcSite integration. When a new invitee is created in Calendly, this workflow instantly creates a project in ArcSite, ensuring a seamless scheduling experience for both you and your clients. Save time and stay organized by connecting your scheduling and project management tools together.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info...
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Webhook subscription scopeRequired
Try ItDrawing Updated
Triggers when a drawing is edited and uploaded from ArcSite App as a new version.
Try ItProject Created
Triggers when a new project is created.
Try ItDrawing IDRequired
Proposal Template NameRequired
Webhook subscription scopeRequired
Try ItDrawing Created
Triggers when a new drawing is uploaded to ArcSite Cloud.
Try ItProject NameRequired
Project Owner (Email or Full Name)Required
Customer Name
Customer Phone
Customer Second Phone
Customer Email
Customer Second Email
Customer Address Street
Customer Address City
Customer Address County
Customer Address State
Customer Address Zip Code
Job Number
Worksite Address Street
Worksite Address City
Worksite Address County
Worksite Address State
Worksite Address Zip Code
SalesRepresentative Name
SalesRepresentative Phone
SalesRepresentative Email
Project Tag
Drawing IDRequired