ArcSite + Gravity Forms

ArcSite + Gravity Forms integrations

Create new ArcSite projects from new Gravity Forms submissions

Turn your Gravity Forms submissions into new projects in ArcSite with this easy workflow. As soon as a form is submitted, a new project will be created in ArcSite, ensuring you instantly have all the necessary information in place. This automation helps you streamline the process of project creation, allowing you to focus on executing them instead.

When this happens...
Form SubmissionTriggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create ProjectCreate a New Project and also optionally set other information, such as customer info, sales rep info...
ActionWrite

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More things you can do with Gravity Forms and ArcSite

Discover other triggers and actions you can use with Gravity Forms and ArcSite

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write
Drawing Created
Triggers when a new drawing is uploaded to ArcSite Cloud.
Trigger
Instant
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Proposal Approved
Triggered when a proposal is approved by customer.
Trigger
Instant
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- Drawing ID
  Required
- Proposal Template Name
  Required
Action
Write

- Drawing ID
  Required
Action
Write
- Project ID
  Required
- Email
  Required
- Role
Action
Write

- Form
  Required
Action
Write
Drawing Updated
Triggers when a drawing is edited and uploaded from ArcSite App as a new version.
Trigger
Instant
Try It
Project Created
Triggers when a new project is created.
Trigger
Instant
Try It
- Project Name
  Required
- 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
- Custom Fields
Action
Write
- Drawing ID
  Required
Action
Write
- Project ID
  Required
Action
Write
- Project Id
  Required
- Updated By (Email or Full Name)
  Required
- Project Name
- Customer Name
- CustomerPhone
- 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 email
- SalesRepresentative Phone
Action
Write

About 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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Related categories

Proposal & Invoice Management

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

WordPress

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