ArcSite + Gravity Forms
Create new ArcSite projects from new Gravity Forms submissions
Turn your Gravity Forms submissions into new projects in ArcSite with this easy workflow. As soon as a form is submitted, a new project will be created in ArcSite, ensuring you instantly have all the necessary information in place. This automation helps you streamline the process of project creation, allowing you to focus on executing them instead.
Turn your Gravity Forms submissions into new projects in ArcSite with this easy workflow. As soon as a form is submitted, a new project will be created in ArcSite, ensuring you instantly have all the necessary information in place. This automation helps you streamline the process of project creation, allowing you to focus on executing them instead.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info...
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
Drawing Created
Triggers when a new drawing is uploaded to ArcSite Cloud.
Try ItProposal Approved
Triggered when a proposal is approved by customer.
Try It
FormRequired
Drawing Updated
Triggers when a drawing is edited and uploaded from ArcSite App as a new version.
Try ItProject Created
Triggers when a new project is created.
Try ItProject 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
