Integrations

Improveit360 Integration

ArcSite Provides Out-of-the-Box Standard Integration for essential features. With Standard Integration, it supports auto-pushing Drawing PDFs, creating Sales data in I360 Appointments. No extra custom development is needed.

Standard Integration for I360

Integrating I360 into ArcSite

For detailed settings and connection methods, please consult the setup guide: I360 Integration Setup Part One - Customer Steps.

Associating I360 Appointments with ArcSite Projects

• Use the ArcSite Project Create API to generate an ArcSite project using information from an I360 appointment.
• Associate an I360 appointment with a specific ArcSite project through Associate I360 Appointment with ArcSite Project.

Note

We recommend using the two APIs above for basic integration. The old Create Project API (POST https://user.arcsiteapp.com/extapi/projects/create/) will no longer be supported.

Validating the Integration

Once you’ve successfully created the project and associated with the appointment, you can verify the integration status in ArcSite follow these steps:

1. Check if the project created via the API appears in the project List. If it’s missing, this indicates a project creation failure.
2. Within the ArcSite app, create a drawing within the project and upload it to the Cloud.
3. On the ArcSite user site, select the uploaded drawing.
4. In the Takeoff & Estimate Tab, ensure the Send to I360 button is visible.
5. If the Send to I360 button appears, it confirms the successful association, allowing the project to push data to associated i360 appointment. If the button is missing, this indicates a project association failure. Please check the associate API for more information.

Connecting Products between ArcSite and I360

ArcSite supports the connection of one I360 product to an ArcSite product through the ArcSite Product Manager web page in user site. Once connected, this connection relationship will be used when ArcSite pushes Line Items data to I360.

To connect products, follow these steps:

1. Verify that the I360 environment is correctly set up, and the product exists in both I360 and ArcSite.
2. Navigate to Integrations -> Product Manager to locate the product you wish to connect.
3. Click the connect button and select the corresponding I360 product.
4. After connecting, the product status changes to connected, and the Connect button becomes Update.
5. If you wish to disconnect products, you can click Update, followed by the Disconnect button.

Note

Please note that this feature exclusively supports basic products, Product Bundles or Product Groups cannot connect to third-party products. Additionally, a single I360 product can only connect to one product.

Data Pushing Details

We categorize data pushing into three types based on the data involved:

Automatic Push for Drawing PDF and Proposal PDFs

• When to Push: After user uploads data to ArcSite Cloud in the app, we will trigger out push to I360.

• How It Works: The latest Drawing PDFs are generated and automatically pushing to I360, replacing any existing files.

• How to Verify: Check these files in the Attachments section of the associated I360 Appointment.

Manual Push for Proposal PDF

• When to Push: Proposal PDF will be triggered:
  • When user clicks the Export button in the app, a Do you want to push this proposal to I360? pop-up appears, if you select “Yes” it will trigger the push.
• How It Works: The proposal PDF is exported and pushing to I360, replacing any existing files.
• How to Verify: Check these files in the Attachments section of the associated I360 Appointment.

Manual Push for Line Items and Pricing

• When to push: Product line items and pricing will be triggered:

  • When user clicks the Export button in the app, a Do you want to push this proposal to I360? pop-up appears, if you select “Yes” it will trigger the push.
  • Alternatively, click Send to I360 button in the Takeoff & Estimate Tab on the drawing detail page of the user site.

• How It Works: ArcSite pushes the corresponding drawing line items data to Sales and Sales Items of the I360 appointment, and updates the status of appointment to Sold then.

• How to Verify: Check the Sales and Sales Items in the corresponding I360 Appointment.

APIs for I360

Associate I360 Appointment with ArcSite Project

cURL

curl -X POST 'https://api.arcsite.com/v1/i360/associate_project' \
-H 'Authorization: Bearer your_api_token_here' \
-H 'Content-Type: application/json' \
-d '{
  "appointment_id": "AXh09668400GJgk",
  "project_id": "36029621653386360"
}'

JavaScript

const response = await fetch("https://api.arcsite.com/v1/i360/associate_project", {
  method: "POST",
  headers: {
    Authorization: "Bearer your_api_token_here",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    appointment_id: "AXh09668400GJgk",
    project_id: "36029621653386360",
  }),
});
const data = await response.json();

Python

import requests

response = requests.post(
    "https://api.arcsite.com/v1/i360/associate_project",
    headers={"Authorization": "Bearer your_api_token_here"},
    json={
        "appointment_id": "AXh09668400GJgk",
        "project_id": "36029621653386360",
    },
)
data = response.json()

Response

{
  "id": "36029621653386360",
  "name": "nac",
  "created_at": "2022-01-16T03:31:39",
  "updated_at": "2022-01-16T03:31:39",
  "job_number": "heeloo",
  "customer": {
    "name": "hello",
    "phone": "122112",
    "second_phone": "122112",
    "email": "dev@arctuition.com",
    "second_email": "dev@arctuition.com",
    "address": {
      "street": "address",
      "city": "city",
      "county": "county",
      "state": "state",
      "zip_code": "200544"
    }
  },
  "work_site_address": {
    "street": "street",
    "city": "city",
    "county": "county",
    "state": "state",
    "zip_code": "300433"
  },
  "sales_rep": {
    "name": "Wang",
    "email": "dev@arctuition.com",
    "phone": "122112"
  },
  "tags": ["tag1", "tag2"]
}

This endpoint establishes an association between an I360 appointment and an existing ArcSite project.

POST https://api.arcsite.com/v1/i360/associate_project

Parameters

Parameter	Type	Description
appointment_id	String	(required) The ID of the appointment in I360.
project_id	String	(required) The ID of the existing ArcSite project.

Note

An ArcSite project can only be associated with one Appointment, and attempting to associate it again if it’s already associated will result in a failure.

Batch associate I360 Appointment with ArcSite Project

cURL

curl -X POST 'https://api.arcsite.com/v1/i360/batch/associate_project' \
-H 'Authorization: Bearer your_api_token_here' \
-H 'Content-Type: application/json' \
-d '{
  "items": [
    {
      "appointment_id": "AXh09668400GJgk",
      "project_id": "36029621653386360"
    },
    {
      "appointment_id": "BXh09668400GJgk",
      "project_id": "36029621653386361"
    },
    {
      "appointment_id": "CXh09668400GJgk",
      "project_id": "36029621653386362"
    }
  ]
}'

JavaScript

const response = await fetch("https://api.arcsite.com/v1/i360/batch/associate_project", {
  method: "POST",
  headers: {
    Authorization: "Bearer your_api_token_here",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    items: [
      {
        appointment_id: "AXh09668400GJgk",
        project_id: "36029621653386360",
      },
      {
        appointment_id: "BXh09668400GJgk",
        project_id: "36029621653386361",
      },
      {
        appointment_id: "CXh09668400GJgk",
        project_id: "36029621653386362",
      },
    ],
  }),
});
const data = await response.json();

Python

import requests

response = requests.post(
    "https://api.arcsite.com/v1/i360/batch/associate_project",
    headers={"Authorization": "Bearer your_api_token_here"},
    json={
        "items": [
            {
                "appointment_id": "AXh09668400GJgk",
                "project_id": "36029621653386360",
            },
            {
                "appointment_id": "BXh09668400GJgk",
                "project_id": "36029621653386361",
            },
            {
                "appointment_id": "CXh09668400GJgk",
                "project_id": "36029621653386362",
            },
        ],
    },
)
data = response.json()

Response

{
"success_items": [
  "appointment_id": "AXh09668400GJgk",
  "project_id": "36029621653386360"

],
"fail_items": [
  "appointment_id": "BXh09668400GJgk",
  "project_id": "36029621653386361",
  "message": "The project is already associated with an i360 Appointment"
]
}

This endpoint establishes multiple associations between I360 appointments and existing ArcSite projects.

POST https://api.arcsite.com/v1/i360/batch/associate_project

Parameters

Parameter	Type	Description
items	list[AssociateItem]	array of associate items

AssociateItem

Parameter	Type	Description
appointment_id	String	(required) The ID of the appointment in I360.
project_id	String	(required) The ID of the existing ArcSite project.

Note

The maximum number of items in a single request is 100.

Connected I360 Product

In ArcSite, after setting up the I360 environment, you can connect an I360 Product to an ArcSite product within the ArcSite website.

To retrieve the connected I360 Product ID using an ArcSite product ID, you can utilize this API:

cURL

curl 'https://api.arcsite.com/v1/i360/connected_product/<arcsite_product_id>' \
-H 'Authorization: Bearer your_api_token_here'

JavaScript

const response = await fetch("https://api.arcsite.com/v1/i360/connected_product/<arcsite_product_id>", {
  headers: {
    Authorization: "Bearer your_api_token_here",
  },
});
const data = await response.json();

Python

import requests

response = requests.get(
    "https://api.arcsite.com/v1/i360/connected_product/<arcsite_product_id>",
    headers={"Authorization": "Bearer your_api_token_here"},
)
data = response.json()

Response

{
  "connected_product_id": "AXh09668400GJgk"
}

This endpoint provides the connected I360 product ID.

POST https://api.arcsite.com/v1/i360/connected_product/<arcsite_product_id>

Note

If a product has not been connected to an I360 Product in ArcSite, it will return a 400 error.

Webhooks for I360

Prompt after exporting proposal in App

This webhook is triggered after exporting a Proposal PDF in the ArcSite App and the user chooses “Yes” or “No” when prompted.

This webhook will only be triggered if:

• The project is associated with an I360 appointment.
• This webhook has been added.
• And the user exports a proposal PDF in the app.
• The user choose the “Yes” or “No” in the app when prompted.

Prompt after exporting proposal in App Webhook Payload

Parameter	Type	Description
project_id	String	(required) The project id of the project
drawing_id	String	(required) The drawing of the project
appointment_id	String	(required) Associated Appointment ID
yes_no	Boolean	(required) User Selection

Zoho CRM Integration

ArcSite Provides Out-of-the-Box Basic Standard Integration for essential features. With Basic Standard Integration, it supports associating Zoho CRM Record with ArcSite project, and pushing proposal PDF from ArcSite to associated record as attachment in Zoho CRM. No extra custom development is needed.

We also provide Webhooks for customization. Please check out those Webhooks and Customization for more details.

Zoho CRM Basic Standard Integration

Integrating Zoho CRM into ArcSite

For detailed settings and connection methods, please consult the setup guide: [Connecting Zoho CRM in ArcSite](https://arcsite.notion.site/Connecting-to-Zoho CRM-in-ArcSite-6a4ac0dc433d497994bc75a4b2f8982d?pvs=4).

Associating Zoho CRM Records with ArcSite Projects

• Use the ArcSite Project Create API to generate an ArcSite Project using information from a Zoho CRM record.
• Associate a Zoho CRM record with a specific ArcSite Project through Associate Zoho CRM record with ArcSite Project.

Validating the Integration

Once you’ve successfully created the project and associated with the Zoho CRM record, you can verify the integration status in ArcSite follow these steps:

1. Check if the Project created via the API appears in the Project List. If it’s missing, this indicates a project creation failure.
2. Within the ArcSite app, create a Drawing within the Project and upload it to the Cloud.
3. On the ArcSite user site, select the uploaded Drawing.
4. In the Takeoff & Estimate Tab, ensure the Send to Zoho CRM button is visible.
5. If the Send to Zoho CRM button appears, it confirms the successful association, allowing the Project to push proposal PDF as attachment to associated Zoho CRM record. If the button is missing, this indicates a project association failure. Please check the associate API for more information.

Data Pushing Details

Push Proposal PDF file

• When to Push: After user exports the Proposal PDF in the app, we will pop up a dialog to ask user whether to push Proposal PDF file or not.

• How It Works: If user choose “Yes”, this proposal PDF file will be pushed as a new attachment in the associated Zoho CRM record.

• How to Verify: Check the file in the Attachments section of the associated Zoho CRM Record.

Webhooks and Customization for Zoho CRM

You can add webhooks to do some customized logic. Check out Webhooks for Zoho CRM.

A Customization Example:

Let’s say you want to create a Quotes record with product line items in Zoho CRM, when you push Proposal PDF attachment.

Implementation Steps:

  payload = get_payload_from_webhook()
  # extract drawing_id, zoho_module_name and zoho_record_id from payload
  drawing_id = payload.drawing_id
  zoho_module_name = payload.zoho_module_name
  zoho_record_id = payload.zoho_record_id
  if payload.yes_no is False
     # Do nothing or other logic
  else
     # Fetch all Line Items info using drawing_id
     line_items = request_arcsite_drawing_line_items_api(drawing_id)
     # Create Zoho CRM Quotes or other record with the line items data

1. Complete Basic Integration and add the Proposal Exported in App Webhook.

2. ArcSite sends payload data to your webhook URL. You should to extract the yes_no from the payload and handle the logic like the sample code right side.

3. Extract Drawing ID and zoho_module and zoho_record_id from the payload.

4. Fetch all Line items info using the drawing_id via Drawing Line Items API.

5. Create Quotes record with Drawing Line Items Data

   • Deal_Name: Use the zoho_module and zoho_record_id to fetch the Deals record name from Zoho CRM.
   • Discount: Use the sum of discount and markup from the drawing line items data.
   • Tax: Use line items sum oftax as the Tax of Quotes record.
   • Quoted_Items: Use the line items data to create the Quoted_Items of Quotes record
     • Product_Name: Use the name of the line item, you can use the name to fetch the product from Zoho CRM.
     • Quantity: Use the quantity of line item
     • Price_Book_Name: Use the zoho_product_id fetched before to get or create PriceBook data from Zoho CRM.

6. Optionally, modify the record status or add other custom features.

APIs for Zoho CRM

Associate Zoho CRM Record with ArcSite Project

cURL

curl -X POST 'https://api.arcsite.com/v1/zoho_crm/associate_project' \
-H 'Authorization: Bearer your_api_token_here' \
-H 'Content-Type: application/json' \
-d '{
  "zoho_module": "Deals",
  "zoho_record_id": "598254512451545",
  "project_id": "36029621653386360"
}'

JavaScript

const response = await fetch("https://api.arcsite.com/v1/zoho_crm/associate_project", {
  method: "POST",
  headers: {
    Authorization: "Bearer your_api_token_here",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    zoho_module: "Deals",
    zoho_record_id: "598254512451545",
    project_id: "36029621653386360",
  }),
});
const data = await response.json();

Python

import requests

response = requests.post(
    "https://api.arcsite.com/v1/zoho_crm/associate_project",
    headers={"Authorization": "Bearer your_api_token_here"},
    json={
        "zoho_module": "Deals",
        "zoho_record_id": "598254512451545",
        "project_id": "36029621653386360",
    },
)
data = response.json()

Response

{
  "id": "36029621653386360",
  "name": "nac",
  "created_at": "2022-01-16T03:31:39",
  "updated_at": "2022-01-16T03:31:39",
  "job_number": "heeloo",
  "customer": {
    "name": "hello",
    "phone": "122112",
    "second_phone": "122112",
    "email": "dev@arctuition.com",
    "second_email": "dev@arctuition.com",
    "address": {
      "street": "address",
      "city": "city",
      "county": "county",
      "state": "state",
      "zip_code": "200544"
    }
  },
  "work_site_address": {
    "street": "street",
    "city": "city",
    "county": "county",
    "state": "state",
    "zip_code": "300433"
  },
  "sales_rep": {
    "name": "Wang",
    "email": "dev@arctuition.com",
    "phone": "122112"
  },
  "tags": ["tag1", "tag2"]
}

This endpoint establishes an association between a Zoho CRM record and an existing ArcSite project.

POST https://api.arcsite.com/v1/zoho_crm/associate_project

Parameters

Parameter	Type	Description
zoho_module	String	(required) The Name of the Record in Zoho CRM, the value should one of Deals, Quotes, Leads and Contacts.
zoho_record_id	String	(required) The ID of the record in Zoho CRM.
project_id	Int	(required) The ID of the existing ArcSite project.

Note

An ArcSite Project can only be associated with one Zoho CRM record, and attempting to associate it again if it’s already associated will result in a failure.

Webhooks for Zoho CRM

Prompt after exporting proposal in App for Zoho CRM

This webhook is triggered after exporting a Proposal PDF in the ArcSite App and the user chooses “Yes” or “No” when prompted.

This webhook will only be triggered if:

• The project is associated with a Zoho CRM record.
• This webhook has been added.
• And the user export Proposal PDF.
• The user choose the “Yes” or “No” in the app when prompted.

Prompt after exporting proposal in App Webhook Payload

Parameter	Type	Description
project_id	String	(required) The project id of the project
drawing_id	String	(required) The drawing of the project
zoho_module	String	(required) The name of the Zoho CRM module, the value should one of Deals, Quotes, Leads and Contacts.
zoho_record_id	String	(required) The record ID in Zoho CRM
yes_no	Boolean	(required) User Selection

Salesforce Integration

ArcSite Provides Out-of-the-Box Basic Standard Integration for essential features. With Basic Standard Integration, it supports auto-pushing drawing PDFs, proposal PDFs and pricing data to Salesforce.

We also provide Webhooks and APIs for customization. Please check out those Webhooks and APIs for customization for more details.

Basic Standard Integration for Salesforce

Integrating Salesforce into ArcSite

For detailed settings and connection methods, please consult the setup guide: ArcSite Salesforce Standard Integration.

Associating Salesforce Opportunity with ArcSite Projects

• Use the ArcSite Project Create API to create an ArcSite project using information from a Salesforce opportunity.
• Associate a Salesforce opportunity with a specific ArcSite project through Associate Salesforce Opportunity with ArcSite Project.

Note

We recommend using the two APIs above for basic integration. The old Create Project API (POST https://user.arcsiteapp.com/extapi/projects/create/) will no longer be supported.

Validating the Integration

Once you’ve successfully created the project and associated with the opportunity, you can verify the integration status in ArcSite follow these steps:

1. Check if the project created via the API appears in the project List. If it’s missing, this indicates a project creation failure.
2. Within the ArcSite app, create a drawing within the project and upload it to the Cloud.
3. On the ArcSite user site, select the uploaded drawing.
4. In the Takeoff & Estimate Tab, ensure the Send to Salesforce button is visible.
5. If the Send to Salesforce button appears, it confirms the successful association, allowing the project to push data to associated salesforce opportunity. If the button is missing, this indicates a project association failure. Please check the associate API for more information.

Connecting Products between ArcSite and Salesforce

ArcSite supports the connection of one salesforce product2 to an ArcSite product through the ArcSite Product Manager web page in user site. Once connected, this connection relationship will be used when ArcSite pushes Line Items data to Salesforce.

Note

The connection of the product is very important for pushing line items to Salesforce. If there are any unassociated products in the drawing, the push of line items will fail.

To connect products, follow these steps:

1. Verify that the Salesforce environment is correctly set up, and the product exists in both Salesforce and ArcSite.
2. Navigate to Integrations -> Product Manager to locate the product you wish to connect.
3. Click the connect button and select the corresponding Salesforce Product2.
4. After connecting, the product status changes to connected, and the Connect button becomes Update.
5. If you wish to disconnect products, you can click Update, followed by the Disconnect button.

Note

Please note that this feature exclusively supports basic products, Product Bundles or Product Groups cannot connect to third-party products. Additionally, a single Salesforce Product2 can only connect to one product.

Data Pushing Details

We categorize data pushing into three types based on the data involved:

Automatic Push for Drawing PDF

• When to Push: When user clicks the “Upload to Cloud” button or exports the custom proposal in the app, we will trigger out push to Salesforce.

• How It Works: The latest Drawing PDFs are generated and automatically pushing to Salesforce, replacing any existing files.

• How to Verify: Check these files in the ContentDocument section of the associated Salesforce Opportunity.

Manual Push for Proposal PDF

• When to Push: Proposal PDF will be triggered:
  • When user clicks the Export button in the app, a Do you want to push this proposal to Salesforce? pop-up appears, if you select “Yes” it will trigger the push.
• How It Works: The proposal PDF is exported and pushing to Salesforce, replacing any existing files.
• How to Verify: Check these files in the Attachments section of the associated Salesforce Opportunity.

Manual Push for Line Items and Pricing

• When to push: Product line items and pricing will be triggered:

  • When user clicks the Export button in the app, a Do you want to push this proposal to Salesforce? pop-up appears, if you select “Yes” it will trigger the push.
  • Alternatively, click Send to Salesforce button in the Takeoff & Estimate Tab on the drawing detail page of the user site.

• How It Works: ArcSite pushes the corresponding drawing line items data to OpportunityLineItems of the Salesforce opportunity.

• How to Verify: Check the Products in the corresponding Salesforce opportunity.

Webhooks and APIs for Salesforce Customization

If you need more customized features, ArcSite’s Extended Integration offers specialized Webhooks and APIs for Salesforce.

• Adding Proposal Exported in App webhook in user site admin page for custom developments.
• Using the Connected Salesforce Product API to fetch the connected Salesforce Product2 ID from ArcSite Product ID.

Customization Examples:

Create a Quote when you don’t sell the project

Let’s say you’ve edited a Drawing and want to auto-generate Salesforce Quote when you select “No” in “Do you want to push this proposal to Salesforce?” pop-up.

Implementation Steps:

 payload = get_payload_from_webhook()
 if payload.yes_no is False
     # extract drawing_id and salesforce object data from payload
     drawing_id = payload.drawing_id
     salesforce_object_type = payload.salesforce_object_type
     salesforce_object_id = payload.salesforce_object_id
     # Fetch all Line Items info using drawing_id
     line_items = request_arcsite_drawing_line_items_api(drawing_id)
     # Generate Salesforce Quote
     # Create Salesforce QuoteLineItems
 else
     # Do nothing, arcsite will push line items data.

1. Complete Basic Integration and subscribe to the Proposal Exported in App Webhook.
2. ArcSite sends payload data to your webhook URL. You should to extract the yes_no from the payload and handle the logic like the sample code right side.
3. Extract drawing_id and salesforce_object_type and salesforce_object_id from the payload.
4. Fetch all Line items info using the drawing_id via Drawing Line Items API.
5. Generate an Salesforce Quote Object

• Name: Use the Drawing Name as the Quote’s Name.

• TotalPrice: Use the total from the returned data as the Total of Quote.

• Tax: Use sum of tax from returned data as the Tax of Quote.

• Discount: Use sum of discount from returned data as the Discount of Quote.

  6.Create Salesforce QuoteLineItems

• QuoteId: Use the created Quote’s ID as the QuoteId of QuoteLineItem.

• Quantity: Line item’s Quantity

• Unit Price: Use line item’s total / quantity as the UnitPrice of QuoteLineItem.

• PricebookEntryId: Fetch connected Salesforce Product2 ID using the Line Item’s product_id via Connected Salesforce Product, then use the returned Product2 ID to fetch the PricebookEntryId of QuoteLineItem.

APIs for Salesforce

Associate Salesforce Opportunity with ArcSite Project

cURL

curl -X POST 'https://api.arcsite.com/v1/salesforce/associate_project' \
-H 'Authorization: Bearer your_api_token_here' \
-H 'Content-Type: application/json' \
-d '{
  "salesforce_object_type": "Opportunity",
  "salesforce_object_id": "0062v00001J8Z3aAAF",
  "project_id": "36029621653386360"
}'

JavaScript

const response = await fetch("https://api.arcsite.com/v1/salesforce/associate_project", {
  method: "POST",
  headers: {
    Authorization: "Bearer your_api_token_here",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    salesforce_object_type: "Opportunity",
    salesforce_object_id: "0062v00001J8Z3aAAF",
    project_id: "36029621653386360",
  }),
});
const data = await response.json();

Python

import requests

response = requests.post(
    "https://api.arcsite.com/v1/salesforce/associate_project",
    headers={"Authorization": "Bearer your_api_token_here"},
    json={
        "salesforce_object_type": "Opportunity",
        "salesforce_object_id": "0062v00001J8Z3aAAF",
        "project_id": "36029621653386360",
    },
)
data = response.json()

Response

{
  "id": "36029621653386360",
  "name": "nac",
  "created_at": "2022-01-16T03:31:39",
  "updated_at": "2022-01-16T03:31:39",
  "job_number": "heeloo",
  "customer": {
    "name": "hello",
    "phone": "122112",
    "second_phone": "122112",
    "email": "dev@arctuition.com",
    "second_email": "dev@arctuition.com",
    "address": {
      "street": "address",
      "city": "city",
      "county": "county",
      "state": "state",
      "zip_code": "200544"
    }
  },
  "work_site_address": {
    "street": "street",
    "city": "city",
    "county": "county",
    "state": "state",
    "zip_code": "300433"
  },
  "sales_rep": {
    "name": "Wang",
    "email": "dev@arctuition.com",
    "phone": "122112"
  },
  "tags": ["tag1", "tag2"]
}

This endpoint establishes an association between a Salesforce object and an existing ArcSite project.

POST https://api.arcsite.com/v1/salesforce/associate_project

Parameters

Parameter	Type	Description
salesforce_object_type	String	(required) The type of the Object in Salesforce, the value should one of Opportunity and Quote.
salesforce_object_id	String	(required) The ID of the object in Salesforce.
project_id	Int	(required) The ID of the existing ArcSite project.

Note

An ArcSite project can only be associated with one Salesforce object, and attempting to associate it again if it’s already associated will result in a failure. Like Opportunity, Quote can also be associated with a Project and has the same functionality.

Connected Salesforce Product

In ArcSite, after setting up the Salesforce environment, you can connect a salesforce Product2 to an ArcSite product within the ArcSite website.

To retrieve the connected Salesforce Product2 ID using an ArcSite product ID, you can utilize this API:

cURL

curl 'https://api.arcsite.com/v1/salesforce/connected_product/<arcsite_product_id>' \
-H 'Authorization: Bearer your_api_token_here'

JavaScript

const response = await fetch("https://api.arcsite.com/v1/salesforce/connected_product/<arcsite_product_id>", {
  headers: {
    Authorization: "Bearer your_api_token_here",
  },
});
const data = await response.json();

Python

import requests

response = requests.get(
    "https://api.arcsite.com/v1/salesforce/connected_product/<arcsite_product_id>",
    headers={"Authorization": "Bearer your_api_token_here"},
)
data = response.json()

Response

{
  "connected_product_id": "AXh09668400GJgk"
}

This endpoint provides the connected Salesforce Product2 ID.

POST https://api.arcsite.com/v1/salesforce/connected_product/<arcsite_product_id>

Note

If a product has not been connected to a Salesforce Product2 in ArcSite, it will return a 400 error.

Webhooks for Salesforce

Prompt after exporting proposal in App for Salesforce

This webhook is triggered after exporting a Proposal PDF in the ArcSite App and the user chooses “Yes” or “No” when prompted.

This webhook will only be triggered if:

• The project is associated with a salesforce opportunity.
• This webhook has been added.
• And the user exports a proposal PDF in the app.
• The user choose the “Yes” or “No” in the app when prompted.

Prompt after exporting proposal in App Webhook Payload

Parameter	Type	Description
project_id	String	(required) The project id of the project
drawing_id	String	(required) The drawing of the project
salesforce_object_type	String	(required) The type of the Object in Salesforce, the value should one of Opportunity and Quote.
salesforce_object_id	String	(required) The associated salesforce object id
yes_no	Boolean	(required) User Selection