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Quickly connect ArcSite to Workiz with a Zapier template.

Our most popular template

Create new ArcSite projects from new Workiz leads
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Workiz + ArcSite

Create new ArcSite projects from new Workiz leads

Workiz + ArcSite

How Zapier works

Zapier makes it easy to integrate ArcSite with Workiz - no code necessary. See how you can get setup in minutes.

Select a trigger from ArcSite

A trigger is an event that starts your Zap and runs the workflow. For example, with ArcSite, a trigger could be "Drawing Updated."

A trigger is the event that kicks off your automated workflow.

Setup an action from Workiz

An action is what takes place after the automation is triggered. For example, with Workiz, the action could be "Create Job."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ArcSite to Workiz

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your ArcSite to Workiz integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect ArcSite and Workiz to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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 Name
  Required
- 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 ID
  Required
Action
Write
- Project ID
  Required
Action
Write

- Project ID
  Required
- Updated By (Email or Full Name)
  Required
- Project 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 Email
- SalesRepresentative Phone
Action
Write
Job Status Change
Triggers when a job status is changed
Trigger
Scheduled
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New Job
Triggers when a new job is created.
Trigger
Scheduled
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- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
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 ID
  Required
- Proposal Template Name
  Required
Action
Write
- Drawing ID
  Required
Action
Write
- Project ID
  Required
- Email
  Required
- Role
Action
Write
Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Scheduled
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Lead Status Change
Triggers when a lead status is changed
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Lead start time
- Email address
- Job source
- Description
- Company
Action
Write

Learn how to automate ArcSite on the Zapier blog

Learn how to automate Workiz on the Zapier blog

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 Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Related categories

Scheduling & Booking

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