ArcSite + Calendly

Create projects in ArcSite for new Calendly invitees

Effortlessly keep track of new appointments with this Calendly-ArcSite integration. When a new invitee is created in Calendly, this workflow instantly creates a project in ArcSite, ensuring a seamless scheduling experience for both you and your clients. Save time and stay organized by connecting your scheduling and project management tools together.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
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

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write

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

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Event UUIDRequired
- Reason
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
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
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- 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 Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Learn more

Related categories

Scheduling & Booking

ArcSite + Calendly

Create projects in ArcSite for new Calendly invitees

Supported triggers and actions

Event Canceled

Invitee Created

New Routing Form Submission

Create One-Off Meeting

Cancel Scheduled Event

Find User

Drawing Created

Proposal Approved

Export Proposal PDF

Get Line Items

Project Add Collaborator

Invitee Canceled

Invitee No Show Created

Cancel an Event

Mark Invitee as No Show

Find Event

Drawing Updated

Project Created

Create Project

Export Proposal Excel

Get Project

Update Project

About ArcSite

Related categories

About Calendly

Related categories