Productivity
Arcsite by Maxmel Tech
18 min
arcsite is a mobile first cad and estimating tool for field teams in construction and related trades, streamlining on site drawing, estimating, and proposals integrating with make com enables automated workflows, connecting arcsite data with other business tools for greater efficiency this is ai generated content based on official arcsite documentation the content may still contain errors—please verify important information if you have questions, contact arcsite directly how to get support on arcsite arcsite is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=arcsite\&app slug=arcsite community\&app unique id=arcsite 7j11yr requirements to use the arcsite app in make, you must have an active arcsite account and an api token, create your account on arcsite app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect arcsite and {{product name}} to get started, you must first create a connection between arcsite and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to retrieve your api token from the arcsite web ui login to your arcsite platform using your credentials navigate to the section in the arcsite web ui where you can view and manage your api tokens locate your api token, which is referred to as your api token in the documentation copy and securely store your api token for use in your integration some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=arcsite\&app slug=arcsite community\&app unique id=arcsite 7j11yr create the connection in {{product name}} log in in your make account , add the arcsite module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your arcsite or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page arcsite modules after connecting to the arcsite app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add collaborators to a project adds one or more collaborators to a selected project, allowing them to work together and access the project's resources archive a project moves a project to the archive, taking it off your active projects list while keeping its information stored for future reference create a project adds a brand new project to your account, allowing you to start organizing tasks and activities within the system export a proposal pdf generates and exports a proposal document as a pdf file, making it easy to share or save your proposals in a universally accessible format get products fetches and lists all the products available in your account, giving you a complete overview of your product catalog get project drawings fetches and lists all the drawings associated with your project, giving you easy access to every project drawing in one place get projects fetches a complete list of all projects available in the service, allowing you to view and manage every project in your account get proposal line items fetches a complete list of all proposal line items, allowing you to view detailed information about each item included in your proposals get proposal templates fetches a complete list of all available proposal templates, allowing you to view and select from the templates stored in your account get takeoff line items fetches a complete list of all takeoff line items, allowing you to view detailed information about each item in your project get a drawing fetches a specific drawing from the service, allowing you to access and use the drawing’s details in your scenarios get a project fetches detailed information about a specific project using its unique id import a pdf uploads a pdf file into the system, making it available for additional actions such as processing or saving for future use make an api call allows you to make a custom api request to the service using your authorized account, enabling you to access features or endpoints not covered by the standard modules unarchive a project restores an archived project to its original, active state, making it accessible and editable again update a project allows you to update an existing project by adding new details or modifying its current information watch events the "watch events" module keeps an eye out for new events as they happen and automatically triggers your scenario whenever a new event is detected this helps you stay updated and respond right away to any changes or activities in your connected app templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} arcsite resources you can have access to more resources related to this app on the following links arcsite website arcsite documentation arcsite api documentation arcsite page on make