ArcSite and Salesflare

How to connect ArcSite

ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.

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.

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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