ArcSite + Jobber

Create new ArcSite projects for every new client in Jobber

This automation creates a new project in ArcSite whenever there's a new client in Jobber. It ensures that your client data is consistent and immediate across both apps, enabling you to promptly start on any project. Streamline your workflows, improve data management, and ensure timely project initiation.

When this happens...
New Client Created
Triggers when a client 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

New Client Created
Triggers when a client is created.
Trigger
Instant
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New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed
Trigger
Instant
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Job Updated
Triggers when a job is updated
Trigger
Instant
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New Quote Created
Triggers when a quote is created.
Trigger
Instant
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New Request Created
Triggers when a request is created.
Trigger
Instant
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- Client IDRequired
- Tags to AddRequired
Action
Write

- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write
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

Client Updated
Triggers when a client is updated
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
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Quote Approved
Triggers when a quote is approved
Trigger
Instant
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Quote Sent
Triggers when a quote is sent
Trigger
Instant
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- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company 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
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.

Related categories

Proposal & Invoice Management

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Related categories

Scheduling & Booking

Related Zap Templates

Create new Jobber clients from newly created ArcSite projects

Create new ArcSite projects from new Jobber requests

ArcSite + Jobber

Create new ArcSite projects for every new client in Jobber

Supported triggers and actions

New Client Created

New Invoice Created

Job Closed

Job Updated

New Quote Created

New Request Created

Add Tags to Client

Create Quote

Create Request

Find or Create Client

Drawing Created

Proposal Approved

Export Proposal PDF

Get Line Items

Project Add Collaborator

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

Drawing Updated

Project Created

Create Project

Export Proposal Excel

Get Project

Update Project

About ArcSite

Related categories

About Jobber

Related categories

Related Zap Templates

Related Zap Templates