ArcSite + JobTread

Create new ArcSite projects when jobs are created in JobTread

Streamline your project management process with this workflow. When a new job is added in JobTread, a corresponding project is instantly created in ArcSite. You'll synergize your project creation and management tasks, avoiding manual data transfer and speeding up your governance procedures. Maintain project consistency and save time with this efficient system.

When this happens...
Job Created
Triggers when a job is created.
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

- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
- Limit files uploaded to this type (optional)
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- AssigneeRequired
- Target TypeRequired
- Target IdRequired
- Notify
Action
Write
- OrganizationRequired
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- OrganizationRequired
- Job IDRequired
- DateRequired
- Notes
- Notify assignees
- Assignees
Action
Write
- OrganizationRequired
- Account IDRequired
- Location NameRequired
- Location Address
Action
Write
- OrganizationRequired
- Add Vendor Contact
Action
Write
- OrganizationRequired
- Target TypeRequired
- Target IdRequired
- Task Template NameRequired
- Start Date and Time
- Notify
Action
Write
- OrganizationRequired
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- OrganizationRequired
- Location IdRequired
- Address
- Name
Action
Write
- OrganizationRequired
- Account Id
- Vendor name
Action
Write
- OrganizationRequired
- Customer Name
Action
Search
- OrganizationRequired
- Location Name
Action
Search
- OrganizationRequired
- Vendor Name
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

- OrganizationRequired
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Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
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Instant
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- OrganizationRequired
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Instant
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- OrganizationRequired
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Instant
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- OrganizationRequired
- Limit files updated to this type (optional)
Trigger
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- OrganizationRequired
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Instant
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- OrganizationRequired
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Instant
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- OrganizationRequired
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Instant
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- JavaScript CodeRequired
Action
Write
- OrganizationRequired
- Comment MessageRequired
- Target TypeRequired
- Target IdRequired
- Assignee Emails
Action
Write
- OrganizationRequired
- Customer IDRequired
- NameRequired
- Title
Action
Write
- OrganizationRequired
- Location IDRequired
- Description
- Name
- Account ID
Action
Write
- OrganizationRequired
- NameRequired
- Description
- Is To-Do
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Assigned Emails
- Task Type Name
Action
Write
- OrganizationRequired
- Vendor IDRequired
- NameRequired
- Title
Action
Write
- Query (JSON)Required
Action
Write
- OrganizationRequired
- Job IdRequired
- Description
- Name
- Closed On
Action
Write
- OrganizationRequired
- Task IdRequired
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- File URLsRequired
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- OrganizationRequired
- Job Number
- Job Name
Action
Search
- OrganizationRequired
- User Email
- User Name
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 JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Related categories

Project Management

Related Zap Templates

"upload updated drawings from ArcSite to JobTread as files"

Related Zap Templates

"upload updated drawings from ArcSite to JobTread as files"

ArcSite + JobTread

Create new ArcSite projects when jobs are created in JobTread

Comment Created

Customer Contact Created

Customer Created

Daily Log Created

Document Created

Document Updated

File Created

Job Created

Task Created

Vendor Contact Created

Vendor Updated

Assign Access

Create Customer

Create Daily Log

Create Location

Create Vendor

Import Task Template

Update Customer

Update Location

Update Vendor

Find a Customer

Find a Location

Find a Vendor

Drawing Created

Proposal Approved

Export Proposal PDF

Get Line Items

Project Add Collaborator

Comment Updated

Customer Contact Updated

Customer Updated

Daily Log Updated

Document Recipient Updated

Event Created

File Updated

Job Updated

Task Updated

Vendor Created

Code

Create Comment

Create Customer Contact

Create Job

Create Task

Create Vendor Contact

Query API

Update Job

Update Task

Upload Files

Find a Job

Find a Membership

Drawing Updated

Project Created

Create Project

Export Proposal Excel

Get Project

Update Project

About ArcSite

Related categories

About JobTread

Related categories

Related Zap Templates

Related Zap Templates