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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.
Try ItTriggerInstant - Project Created
Triggers when a new project is created.
Try ItTriggerInstant - 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
ActionWrite- Drawing IDRequired
ActionWrite
- Drawing Created
Triggers when a new drawing is uploaded to ArcSite Cloud.
Try ItTriggerInstant - Proposal Approved
Triggered when a proposal is approved by customer.
Try ItTriggerInstant - Drawing IDRequired
- Proposal Template NameRequired
ActionWrite- Drawing IDRequired
ActionWrite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
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