STEP 1
Connect Arcsite and Workiz
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Arcsite and Workiz Integration
Connect Arcsite and Workiz to automate project management workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Arcsite and Workiz
Detailed info you need to know about Arcsite and Workiz integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Arcsite to Workiz
Set up your Arcsite and Workiz integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Arcsite and Workiz nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Arcsite and Workiz. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Arcsite and Workiz work in WEXTL?
WEXTL exposes actions and triggers for Arcsite and Workiz that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Arcsite triggersWorkiz actions
Arcsite modules
- Add Collaborators to a ProjectAdds collaborators to a specific project.
- Archive a ProjectArchives a project to remove it from the active list.
- Create a ProjectCreates a new project in the system.
- Export a Proposal PDFExports a proposal in PDF format.
- Get a DrawingRetrieves a drawing from the service.
- Get a ProjectRetrieves a project by its ID.
- Get ProductsRetrieves details for products.
- Get Project DrawingsRetrieves details for project Drawings.
- Get ProjectsRetrieves all projects from the service.
- Get Proposal Line ItemsRetrieves details for proposal Line Items.
- Get Proposal TemplatesRetrieves details for proposal Templates.
- Get Takeoff Line ItemsRetrieves details for takeoff Line Items.
- Import a PDFImports a PDF file into the system for further processing or storage.
- Make an API CallPerforms an arbitrary authorized API call.
- Unarchive a ProjectRestores a project from the archive back to its original state.
- Update a ProjectUpdates a project with new information or changes.
- Watch EventsTriggers when a new event occurs.
Workiz modules
- Assign a User to a JobAssigns an user to an existing job.
- Create a JobCreates a new job.
- Create a LeadCreates a new lead.
- Get a JobRetrieves an existing job by id.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark a Lead as ActiveMarks an existing lead as active.
- Mark a Lead as LostMarks an existing lead as lost.
- Search JobsSearches for jobs by specified criteria.
- Search LeadsSearches for leads by specified criteria.
- Unassign an UserUnassigns an user to an existing job.
- Update a JobUpdates an existing job by id.
- Update a LeadUpdates an existing lead by id.
- Watch New JobsWatches for new jobs.
- Watch New LeadsWatches for new leads.
Frequently asked questions
Common questions about connecting Arcsite and Workiz.
Connect your Arcsite and Workiz accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Arcsite's "Watch Events" fires, WEXTL can "Assign a User to a Job" in Workiz. Arcsite has 1 trigger (including Watch Events); Workiz has 12 actions (including Assign a User to a Job, Create a Job, and Create a Lead). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Arcsite-to-Workiz automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Arcsite (or Workiz) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Arcsite + Workiz automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Arcsite and Workiz integration.
- Arcsite and Workiz integration source code, module specs and credentials implementation.
- Our Arcsite and Workiz integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Arcsite and Workiz — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Arcsite integration information
- Workiz integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library