ArcSite and Salesflare
How to connect ArcSite
- Via Zapier — 11 operations available. Set it up ↗
- Via Make — 0 modules available. Set it up ↗
About ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
ArcSite operations on Zapier
Triggers (4)
Start a workflow when this happens
- Drawing Created — Triggers when a new drawing is uploaded to ArcSite Cloud.
- Drawing Updated — Triggers when a drawing is edited and uploaded from ArcSite App as a new version.
- Project Created — Triggers when a new project is created.
- Proposal Approved — Triggered when a proposal is approved by customer.
Actions (7)
Things Salesflare can make it do
- Create Project — Create a New Project and also optionally set other information, such as customer info, sales rep info...
- Export Proposal Excel — Export Customer Proposal Excel
- Export Proposal PDF — Export Proposal PDF
- Get Line Items — Get line items by drawing id.
- Get Project — Get detailed Project information by Project ID.
Show 2 more actions
- Project Add Collaborator — Add a collaborator to the specified project.
- Update Project — Update a Project, such as name, information of customer, sales rep...
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