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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Drawing Updated" from ArcSite.

Add your action

An action happens after the trigger—such as "Create Activity" in Severa.

You’re connected!

Zapier seamlessly connects ArcSite and Severa, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Connect ArcSite and Severa 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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
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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
Action
Write
- Drawing ID
  Required
Action
Write
- Project ID
  Required
Action
Write

- Project ID
  Required
- Updated By (Email or Full Name)
  Required
- Project 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 Email
- SalesRepresentative Phone
Action
Write
- Project ID
  Required
Trigger
Polling
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- ProjectStatus_id
- SalesStatus_id
- Project ID
  Required
Trigger
Polling
Try It
- Address
  Required
- Customer_id
- City
- PostalCode
- Phone
- IsBillingAddress
- IsPostalAddress
- IsVisitAddress
- Country_id
Action
Write
- Project Name
  Required
- Number
- Email
  Required
- Notes
- VatNumber
- KvkNumber
- Owner_id
Action
Write
- Project Name
  Required
- Project_rootPhase
  Required
- StartDate
  Required
- Deadline
- Code
Action
Write
- Customer_id
- Contact information
Action
Search
- Invoice Number
- Invoice Reference Number
Action
Search

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
- Project ID
  Required
Trigger
Polling
Try It
New Project Is Created
Triggers when a new project is created.
Trigger
Polling
Try It
- Project Name
  Required
- StartDate
  Required
- User_id
  Required
- ActivityType_id
  Required
- EndDate
- Notes
- IsAllDay
- Location
- Phase_id
- Customer_id
Action
Write
- FirstName
  Required
- LastName
  Required
- Communicationtype_id
- Communication_value
- Customer_id
- Description
- JobTitle
Action
Write
- Invoice_id
  Required
- InvoiceStatus_id
  Required
Action
Write
- Project Name
  Required
- Customer_id
- ProjectOwner_id
  Required
- Description
- StartDate
  Required
- ProjectStatus_id
Action
Write
- Customer Name
- Customer number
- Customer Email
Action
Search
- Number
Action
Search

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 Severa

Lead your professional business in one software with Severa. Severa brings together CRM, work hour entries, projects and invoicing.