ArcSite + Typeform

Create new ArcSite projects from new Typeform entries

Effortlessly transfer new entries from your Typeform surveys directly into ArcSite as new projects with this automation workflow. It ensures seamless data flow between the two platforms, eliminating manual data entry and improving your project management processes. Capitalize on this workflow to save time, increase efficiency, and make your business operations smoother.

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

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Supported triggers and actions

- AgentRequired
Trigger
Instant
Try It
- title of your formRequired
- Choose Workspace To Create This Form In, leave it blank for default workspace
Action
Write
- Form To Update Question inRequired
- Please provide list of choices
Action
Write
- FormRequired
- responses submitted since the specified date and time.
- responses submitted until the specified date and time.
- search for responses that include the specified string.
- search for responses that are complete.
- maximum number of responses to fetch (default: 25, max: 1000)
Action
Search
Drawing Created
Triggers when a new drawing is uploaded to ArcSite Cloud.
Trigger
Instant
Try It

Proposal Approved
Triggered when a proposal is approved by customer.
Trigger
Instant
Try It
- Drawing IDRequired
- Proposal Template NameRequired
Action
Write

- Drawing IDRequired
Action
Write
- Project IDRequired
- EmailRequired
- Role
Action
Write

- FormRequired
Trigger
Instant
Try It
- Form To DuplicateRequired
- Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
- Title of Your Duplicate Form (leave blank for same title)
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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 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
- Custom Fields
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

About ArcSite

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

Learn more

Related categories

Proposal & Invoice Management

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Learn more

Related categories

Forms & Surveys

ArcSite + Typeform

Create new ArcSite projects from new Typeform entries

Supported triggers and actions

Agent Conversation Finished

Create an Empty Form

Update Dropdown, Multiple Choice or Ranking Question Options

Lookup Responses

Drawing Created

Proposal Approved

Export Proposal PDF

Get Line Items

Project Add Collaborator

New Entry

Duplicates an Existing Form

API Request (Beta)

Drawing Updated

Project Created

Create Project

Export Proposal Excel

Get Project

Update Project

About ArcSite

Related categories

About Typeform

Related categories

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