Create integrations between ArcSite and Microsoft Office 365 to automate any workflow

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WHEN THIS HAPPENS

Drawing Created

AUTOMATICALLY DO THIS

Create Contact

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect ArcSite and Microsoft Office 365 to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here arrow pointing down

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
- Drawing IDRequired
- Proposal Template NameRequired
Action
Write
- Drawing IDRequired
Action
Write
- Project IDRequired
- EmailRequired
- Role
Action
Write

- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It

- Shared Inbox
Trigger
Scheduled
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- EventRequired
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search

Drawing Created
Triggers when a new drawing is uploaded to ArcSite Cloud.
Trigger
Instant
Try It
- Project 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
Action
Write
- Drawing IDRequired
Action
Write
- Project IDRequired
Action
Write
- Project IdRequired
- 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
- Parent FolderRequired
- Child Folder
Trigger
Scheduled
Try It
- Contact Folder
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
Trigger
Scheduled
Try It
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- All Day Event?
- Description
- Show me as Free or Busy
- Attendees
- Categories
- Location
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

Zapier's blog offers the low-down on automating Microsoft Office 365

About ArcSite

ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.

Learn more Help

Related categories

Proposal & Invoice Management

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

Learn more Help

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Create integrations between .css-jwlb5y[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;}ArcSite and Microsoft Office 365 to automate any workflow

How Zapier works

A trigger is where automation begins

Now it's time for action

And that's it! You've just created a Zap.

Connect ArcSite and Microsoft Office 365 to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect your tools and unlock the power of automation

Supported triggers and actions

Drawing Updated

Project Created

Export Proposal PDF

Proposal Template NameRequired

Get Line Items

Drawing IDRequired

Project Add Collaborator

Project IDRequired

EmailRequired

Role

Calendar Event Start

Calendar

Time BeforeRequired

Time Before (Unit)Required

New Calendar Event

Calendar

New Email

Shared Inbox

New Flagged Email

Updated Calendar Event

Calendar

Create Contact

Contact Folder

First NameRequired

Last Name

Email Addresses

Business Phones

Home Phones

Mobile Phone

Job Title

Company Name

Department

Business Website URL

File As

Personal Notes

Street

City

State

Postal Code

Country or Region

Street

City

State

Postal Code

Country or Region

Street

City

State

Postal Code

Country or Region

Delete Event

EventRequired

Update Contact

Contact Folder

ContactRequired

First Name

Last Name

Email Addresses

Business Phones

Home Phones

Mobile Phone

Job Title

Company Name

Department

Business Website URL

Personal Notes

Street

City

Create integrations between ArcSite and Microsoft Office 365 to automate any workflow