Zapier empowers you to connect ArcSite with over 2,000 other web services, streamlining your daily operations. By creating automated connections called "Zaps," you can build workflows between ArcSite and other applications, automating tasks that would otherwise require manual effort.
Understanding the Basics: ArcSite and Zapier Integration
Before you start building, let's cover the core concepts:
Triggers: An event in one app that initiates your Zap. For ArcSite, common triggers include "New Project Created" or "Project Updated."
Actions: An event Zapier automatically performs in another app after a trigger occurs. This could be creating a spreadsheet row, sending an email, or updating a CRM record.
Zaps: The automated workflows you design between your apps. Each Zap consists of at least one trigger and one or more actions.
Popular Use Cases for ArcSite and Zapier
Here are a few ways you can leverage Zapier with ArcSite:
Automated Project Creation: Create an ArcSite project by specifying the project name, user details, and sales representative information from another app.
Drawing Upload Notifications & Attachments: Get notified when a drawing is uploaded from the ArcSite App, and automatically attach the Drawing PDF or PNG to another application (e.g., cloud storage, project management tool).
Proposal Generation & Delivery: Automatically generate a Proposal PDF from an ArcSite drawing and attach it to another application (e.g., CRM, email).
Getting Started: Connecting ArcSite to Zapier
Follow these steps to integrate ArcSite with Zapier:
Account Setup:
Ensure you have an active ArcSite account.
Sign up for a Zapier account (a free plan is available, though some premium apps or multi-step Zaps may require a paid plan).
Connect ArcSite to Zapier:
Log in to your Zapier account.
Navigate to "My Apps" from the top menu bar.
Click on "Connect a new account..." and search for "ArcSite."
You will be prompted to enter your ArcSite API token to authorize the connection. You can generate ArcSite API tokens here.
Creating Your First Zap
A Zap is an automated workflow following a simple command: "When this happens (trigger), do that (action)."
Choose Your Apps: Identify the software you want ArcSite to interact with.
Define Your Trigger: Select the event in ArcSite (or the other app) that should start the automation. ArcSite offers various triggers, such as "New Drawing Uploaded" or "Project Status Updated."
Define Your Action(s): Specify what should happen in the other app (or ArcSite) once the trigger occurs. ArcSite also supports actions like "Create Project" or "Update Project."
Map Your Data: This crucial step involves telling Zapier which pieces of information from your trigger app should go where in your action app. For example, map "Project Name" from ArcSite to "Task Name" in your project management tool.
Test Your Zap: Zapier allows you to test each step to ensure it's functioning correctly.
Turn On Your Zap: Once satisfied, activate your Zap, and it will run automatically in the background.
You can start by using a pre-made Zap template designed for common ArcSite workflows or create your own custom Zap using the Zap Editor. Creating a Zap requires no coding knowledge, and Zapier guides you step-by-step through the setup.
Troubleshooting and Support
Zapier Support: For detailed guidance on creating and managing Zaps, refer to the Zapier support page. If your Zap isn't working as expected, troubleshooting resources on Zapier's site are your first step.
Application-Specific Issues: Zapier's troubleshooting guides can also help determine if an issue lies with Zapier, your CRM (e.g., Salesforce), or if you need to contact ArcSite support for help with a specific trigger or action.
ArcSite Support: If you have questions specific to ArcSite's functionality with Zapier, please contact the ArcSite support team.