ArcSite + Workiz

ArcSite + Workiz integrations

Create new ArcSite projects from new Workiz leads

Start a new project in ArcSite whenever there's a fresh lead in Workiz. This workflow ensures your project management stays up-to-speed as your lead database grows, fostering efficient collaboration and assisting your sales team with a seamless transition between capturing leads and project initiation. Stay organized and further empower your productivity with this streamlined process.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create ProjectCreate a New Project and also optionally set other information, such as customer info, sales rep info...
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Workiz and ArcSite

Discover other triggers and actions you can use with Workiz and ArcSite

Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
Try It
Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write
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 ID
  Required
- Proposal Template Name
  Required
Action
Write

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

Job Status Change
Triggers when a job status is changed
Trigger
Polling
Try It
New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
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.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking