Introduction

Base url

https://api.arcsite.com/v1

Welcome to the ArcSite API 👋

The ArcSite API is organized around REST. Our API has predictable resource-oriented URLs, accepts JSON-encoded request bodies, returns JSON-encoded responses, and uses standard HTTP response codes, authentication, and verbs.

Authentication

To authorize, use this code:

# With shell, you can just pass the correct header with each request
curl "https://api.arcsite.com/v1/projects" \
  -H "Authorization: Bearer your_api_token"

Make sure to replace your_api_token with your API token.

The ArcSite API uses API tokens to authenticate requests. You can view and manage your API tokens by visiting the the ArcSite web UI..

Authentication to the API is performed via HTTP Authorization Header.

All API requests must be made over HTTPS. Calls made over plain HTTP will fail. API requests without authenciation will also fail.

Authorization: Bearer **your_api_token_here**

Pagination

All list operations will be paginated in similar fashion as the GitHub API. In most cases we will paginate requests returning more than 100 results. You can control pagination with the page and per_page parameters. Pages start at 1 and the first page will be returned if no page is specified.

Projects

Query projects

curl "https://api.arcsite.com/v1/projects" \
  -H "Authorization: Bearer **your_api_token_here**"

The above command returns JSON structured like this:

[
  {
    "id": 36029621652695040,
    "name": "project 4",
    "created_at": "2022-01-16T04:19:23",
    "updated_at": "2022-01-16T04:19:23",
    "job_number": "144111",
    "customer": {
      "name": "Jack",
      "phone": "1441",
      "second_phone": "1122",
      "email": "c@arcsite.com",
      "second_email": "s@arcsite.com",
      "address": {
        "street": "street",
        "city": "city",
        "county": "county",
        "state": "state",
        "zip_code": "300433"
      }
    },
    "work_site_address": {
      "street": "street",
      "city": "city",
      "county": "county",
      "state": "state",
      "zip_code": "300433"
    },
    "sales_rep": {
      "name": "Wang",
      "email": "h@arcsite.com",
      "phone": "122122-121"
    },
    "tags": ["tag1", "tag2"]
  }
]

Returns a list of projects your organization. The projects are returned in sorted order, with the most recent created project appearing first.

HTTP Request

GET https://api.arcsite.com/v1/projects

Query Parameters

Create Project

curl -X POST 'https://api.arcsite.com/v1/projects' \
-H 'Authorization: Bearer **your_api_token_here**' \
-H 'Content-Type: application/json' \
-d '{
    "name":"hahaa",
    "job_number": "144111",
    "customer": {
        "name": "Jack",
        "phone": "1441",
        "second_phone": "1122",
        "email": "c@arcsite.com",
        "second_email": "s@arcsite.com",
        "address": {
            "street": "street",
            "city": "city",
            "county": "county",
            "state": "state",
            "zip_code": "300433"
        }
    },
    "work_site_address": {
        "street": "street",
        "city": "city",
        "county": "county",
        "state": "state",
        "zip_code": "300433"
    },
    "sales_rep": {
        "name": "Wang",
        "email": "h@arcsite.com",
        "phone": "122122-121"
    },
    "tags": ["tag1", "tag2"]
}'

The above command returns JSON structured like this:

{
  "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 creates a new project.

HTTP Request

POST https://api.arcsite.com/v1/projects

Parameters

Project Integrations

ArcSite supports integration with various external platforms. Once Project creation is complete, you can use the standard integration solutions we provide for different platforms to integrate your Project. After integration is completed, your Project will gain additional functionalities to support data synchronization and interactions with third-party platforms. For specific details, you can visit the integration module of OpenAPI.

Project Name Rule

1. Project name must be unique across the same organization.
2. Project name cannot contain any of the following characters: : / \.
3. Project name cannot starts with .
4. Project name must be less than or equal to 200 characters.

Customer

Address

SaleRep

Update Project

curl -X PATCH 'https://api.arcsite.com/v1/projects/<ID>' \
-H 'Authorization: Bearer **your_api_token_here**' \
-H 'Content-Type: application/json' \
-d '{
    "name":"hahaa",
    "job_number": "144111",
    "customer": {
        "name": "Jack",
        "phone": "1441",
        "second_phone": "1122",
        "email": "c@arcsite.com",
        "second_email": "s@arcsite.com",
        "address": {
            "street": "street",
            "city": "city",
            "county": "county",
            "state": "state",
            "zip_code": "300433"
        }
    },
    "work_site_address": {
        "street": "street",
        "city": "city",
        "county": "county",
        "state": "state",
        "zip_code": "300433"
    },
    "sales_rep": {
        "name": "Wang",
        "email": "h@arcsite.com",
        "phone": "122122-121"
    },
    "tags": ["tag1", "tag2"]
}'

This endpoint updates a project.

HTTP Request

PATCH https://api.arcsite.com/v1/projects/<id>

Parameters

Get Project

curl "https://api.arcsite.com/v1/projects/<ID>" \
  -H "Authorization: Bearer **your_api_token_here**"

The above command returns JSON structured like this:

{
  "id": 36029621652695040,
  "name": "project 4",
  "created_at": "2022-01-16T04:19:23",
  "updated_at": "2022-01-16T04:19:23",
  "job_number": "144111",
  "customer": {
    "name": "Jack",
    "phone": "1441",
    "second_phone": "1122",
    "email": "c@arcsite.com",
    "second_email": "s@arcsite.com",
    "address": {
      "street": "street",
      "city": "city",
      "county": "county",
      "state": "state",
      "zip_code": "300433"
    }
  },
  "work_site_address": {
    "street": "street",
    "city": "city",
    "county": "county",
    "state": "state",
    "zip_code": "300433"
  },
  "sales_rep": {
    "name": "Wang",
    "email": "h@arcsite.com",
    "phone": "122122-121"
  },
  "tags": ["tag1", "tag2"]
}

Returns project of your organization by project id,

HTTP Request

GET https://api.arcsite.com/v1/projects/<id>

Search Projects

curl -X PATCH 'https://api.arcsite.com/v1/projects/search' \
-H 'Authorization: Bearer **your_api_token_here**' \
-H 'Content-Type: application/json' \
-d '{
    "project_name":"Updated project name",
    "tags": ["Tag 1"]
}'

The above command returns JSON structured like this:

[
  {
    "id": 36029621652695040,
    "name": "Updated project name",
    "created_at": "2022-01-16T04:19:23",
    "updated_at": "2022-01-16T04:19:23",
    "job_number": "144111",
    "customer": {
      "name": "Jack",
      "phone": "1441",
      "second_phone": "1122",
      "email": "c@arcsite.com",
      "second_email": "s@arcsite.com",
      "address": {
        "street": "street",
        "city": "city",
        "county": "county",
        "state": "state",
        "zip_code": "300433"
      }
    },
    "work_site_address": {
      "street": "street",
      "city": "city",
      "county": "county",
      "state": "state",
      "zip_code": "300433"
    },
    "sales_rep": {
      "name": "Wang",
      "email": "h@arcsite.com",
      "phone": "122122-121"
    },
    "tags": [
      "Tag 1"
    ]
  }
]

Searching projects by conditions and returns the list of filtered projects in your organization. The projects are returned in sorted order, with the most recent created project appearing first.

HTTP Request

POST https://api.arcsite.com/v1/projects/search

Parameters

Add Project Collaborators

curl -X POST 'https://api.arcsite.com/v1/projects/<ID>/add_collaborators' \
-H 'Authorization: Bearer **your_api_token_here**' \
-H 'Content-Type: application/json' \
-d '{
    "collaborators": [
        {"email": "dev@arctuition.com", "role": "PROJECT_ADMIN"},
        {"email": "haowe12@arctui1tion.com", "role": "PROJECT_ADMIN"}
    ]
  }

This endpoint adds collaborators to a project. Successfully added collaborators are in success_items field of the response and failed items are in the fail_items. This API is idempotent, so the same collaborator can be added multiple times.

The above command returns JSON structured like this:

{
  "success_items": [
    {
      "email": "dev@arctuition.com",
      "role": "PROJECT_ADMIN"
    }
  ],
  "fail_items": [
    {
      "data": {
        "email": "haowe12@arctui1tion.com",
        "role": "PROJECT_ADMIN"
      },
      "message": "haowe12@arctui1tion.com has not been added to your company account yet."
    }
  ]
}

HTTP Request

POST https://api.arcsite.com/v1/projects/<id>/add_collaborators

Parameters

Collaborator

Role

1. PROJECT_ADMIN - Project Admins have full access to the project.
2. PROJECT_COLLABORATOR - Can create, edit and delete drawings. This role cannot delete project or manage collaborators..
3. PROJECT_VIEWER - Project Viewers can only view drawings.

Get Project Drawings

curl "https://api.arcsite.com/v1/projects/<ID>/drawings" \
  -H "Authorization: Bearer **your_api_token_here**"

The above command returns JSON structured like this:

[
  {
    "id": "36029621653385418",
    "name": "drawing 1"
  },
  {
    "id": "36029621653385407",
    "name": "drawing 2"
  }
]

Returns drawings of a project.

HTTP Request

GET https://api.arcsite.com/v1/projects/<id>/drawings

Query Parameters

Returns drawings of a project.

Import PDF

Your uploaded PDF will be split to multiple pages, one ArcSite drawing will be created for each page.

# upload a local file.
curl --location 'https://api.arcsite.com/v1/projects/<project_id>/import_pdf' \
-H "Authorization: Bearer **your_api_token_here**"
--form 'file=@"/<file_path>/<file_name.pdf>"'

# or pass the file url directly.

curl --location 'https://api.arcsite.com/v1/projects/<project_id>/import_pdf' \
-H "Authorization: Bearer **your_api_token_here**"
--form 'file_url="https://file_url.pdf"'

The above command returns JSON structured like this:

{
  "drawings": [
    {
      "id": "36029621653385418"
    },
    {
      "id": "36029621653385407"
    }
  ]
}

HTTP Request

POST https://api.arcsite.com/v1/projects/<project_id>/import_pdf

Request Payload

Returns list of drawings created.

Archive Project

This endpoint archives a project by project id. The archived project will be hidden from the project list. You can use Unarchive Project to unarchive the project.

curl -X POST 'https://api.arcsite.com/v1/projects/<ID>/archive' \
-H 'Authorization: Bearer **your_api_token_here**' \
-H 'Content-Type: application/json'

The above command returns JSON structured like this:

{}

HTTP Request

POST https://api.arcsite.com/v1/projects/<ID>/archive

Unarchive Project

This endpoint unarchive a project by project id.

curl -X POST 'https://api.arcsite.com/v1/projects/<ID>/unarchive' \
-H 'Authorization: Bearer **your_api_token_here**' \
-H 'Content-Type: application/json'

The above command returns JSON structured like this:

{}

HTTP Request

POST https://api.arcsite.com/v1/projects/<ID>/unarchive

Drawings

Get Drawing

curl "https://api.arcsite.com/v1/drawings/<ID>" \
  -H "Authorization: Bearer **your_api_token_here**"

The above command returns JSON structured like this:

{
  "id": "36029621652695015",
  "project_id": "28123123123",
  "name": "Drawing_1_Pre-Survey_Proposal (1)-page_03_test-page_02",
  "pdf_url": "https://d1umxpetlubu85.cloudfront.net/36029346774787878/36029621652694930/40c01b5a-75d5-11ec-8ea1-0242ac170007/Drawing_1_Pre-Survey_Proposal_-281-29-page_03_test-page_02.pdf?Expires=1642318765&Signature=Lh9XnGwEtt5DdZx4GAdp7J5qbJArHKS~lY39y2OjDsSRzpXPuv6H4x0RxfqYGi6gqrZxv56GMn2MiQXN9cM2VotAMpGWBsjm4cabdpLSXZNuhtqJ4k9~VBr3EyhgGIlIQk2HUlb-~McPlfbGNrbGbzj3P5mpEZ0Ce00OG0WUs3eolPEom9s4v7QNwWRrsyltFvEhZ~T4S8tRDCjyHa50al6GsNCLb5sBX7pW~oem2~GKGYj3a-kDuzCQiKLp4K7Ncc2njmDwVHThI9aSIlggbuejBa~XbWUf2WNgcbUq0~i0-e~yVN212~Qh7vHcXV4XFXQ-7k3zdxfLE8m9il5Ufg__&Key-Pair-Id=APKAIZL6W5TJO2AK7DOQ",
  "png_url": "https://d1umxpetlubu85.cloudfront.net/36029346774787878/36029621652694930/40c01b5a-75d5-11ec-8ea1-0242ac170007/Drawing_1_Pre-Survey_Proposal_-281-29-page_03_test-page_02.png",
  "dxf_url": "https://cdn-files-1-test.arcsite.com/36029346774973628/36029621653508440/_attach_282299611393362/Web_hook_location_photo.dxf?Expires=1711623376&Signature=qZSQPST2tdtKM9URUDEIdnwJiXSpNxRabMtmjg6hzdizcVmKJ4UIF-F~0LLiF1LT2y~vbx73CHDNFhZZgBNSjzWszV123qWOn68NyfU6fMdWRlMu4P51q7SWRmxMTlcnMGrF8F29HeilhnZOhBTiF~9oHPa62KRM7Duuq6z-T1RAF7w8mcZH46N4A3wXUyvcIeTaX4jbxCLQ83l2AGsFonD-NVwjeeuNba3MnrwpsTdBIUEbZXnRHNWYJx0i0HhENpr4xJLnX0lDAh9fXI2Zfo8MIapbm7iz8IhTUkwjRdjWU35uabdob1YJ19qVEMoHMqjnftEEkw7n44CYBYUY9w__&Key-Pair-Id=APKAIZL6W5TJO2AK7DOQ"
}

Returns drawing of your organization by project drawing id,

HTTP Request

GET https://api.arcsite.com/v1/drawings/<id>

Query Parameters

Response Schema

Product Items

You can get product items from a drawing with the following APIs.

• Proposal Items: Product items can be fetched in the way that we generate Product List of Proposal PDF.

• Takeoff Items: Product items can be fetched in the way that we generate Takeoff report in Excel format.

Get Proposal Line items

curl "https://api.arcsite.com/v1/drawings/<ID>/line_items" \
  -H "Authorization: Bearer **your_api_token_here**"

The above command returns JSON structured like this:

{
  "line_items": [
    {
      "name": "product1",
      "quantity": 2.26,
      "total": 0
      "product_id": "19923123", // not exist for custom price items
      "sku": "sku1", //  not exist for custom price items
      "price": 3.5, //   not exist for custom price items
      "unit": "FT", //   not exist for custom price items
    },
    {
      "name": "product2",
      "quantity": 32.57,
      "total": 128.98
    }
  ],
  "subtotal": 131.24,
  "discount": -31.24,
  "discount_description": "discount reduce",
  "markup": 100,
  "markup_description": "extra fee",
  "taxes": [
    {
      "name": "a",
      "total": 20
    },
    {
      "name": "b",
      "total": 30
    }
  ],
  "total": 250
}

Get line items by drawing id.

HTTP Request

GET https://api.arcsite.com/v1/drawings/<id>/line_items

Query Parameters

Response Schema

LineItem

PricePartItem

TaxItem

Get Takeoff Line items

curl "https://api.arcsite.com/v1/drawings/<ID>/takeoff_items" \
  -H "Authorization: Bearer **your_api_token_here**"

The above command returns JSON structured like this:

{
  "takeoff_items": [
    {
      "name": "with attributes",
      "quantity": 300,
      "unit": "Amount",
      "sku": "GM-100",
      "product_id": "287386775856064026",
      "items": [
        {
          "quantity": 1,
          "unit": "Each",
          "sequence_number": "1",
          "attributes": [
            {
              "name": "cc",
              "value": null,
              "type": "TEXT"
            },
            {
              "name": "d",
              "value": "Some text",
              "type": "TEXT"
            },
            {
              "name": "yesno",
              "value": true,
              "type": "CHECKBOX"
            },
            {
              "name": "photo",
              "value": [
                "https://cdn-files-1-test.arcsite.com/36029346774973628/282299611419718/282299611419728/F4AF22A9-F011-4214-8729-CAF3F1F9D9F6.jpg?Expires=1711452610&Signature=sQz~sNF6xPGRPTvPBKyyXgKlA6jh0VSM6mXVpJ63XgYdCE1gat-nT~ZDXtcm~jEoK46UnUWU1ZlXPAiDx5IPwV25X1-pSb~jbXwdlkcz2jPkZPUN-ZWdaCvbMgTLJRvQw-V2RiUyrF83O5GLhJMVut8lfqsGjN3dgh5AtUc53h05dGRYbW-h-d6ItuSbebOTeZSXr8PCSl~n59wgfMRa5DdEilILGNZvGpM2kMaesHYBTiXfv1Z40Fv9rmRa~TLR~tefuEPDpkJWud4aAw7t1GTCSyaeXKL23fELMu~CTWMKvQ-TOqfBsbtBiEzUkrl67qgzDUD1HGimpZ3qweyf-w__&Key-Pair-Id=APKAIZL6W5TJO2AK7DOQ"
              ],
              "type": "PHOTO"
            },
            {
              "name": "start_date",
              "value": "2024-03-25T09:36:42.031Z",
              "type": "DATE"
            }
          ]
        }
      ]
    }
  ]
}

Get takeoff items by drawing id.

HTTP Request

GET https://api.arcsite.com/v1/drawings/<id>/takeoff_items

Query Parameters

Response Schema

TakeffItemByProduct

TakeoffItem

TakeoffAttribute

Products

Query products

curl "https://api.arcsite.com/v1/products" \
  -H "Authorization: Bearer **your_api_token_here**"

The above command returns JSON structured like this:

[
  {
    "id": "1",
    "name": "product 1",
    "sku": "abc",
    "description": "product 1 description",
    "cost": 20.0
  }
]

Returns a list of products your organization. The products are returned in sorted order, with the most recent created product appearing first.

HTTP Request

GET https://api.arcsite.com/v1/products

Query Parameters

Proposals

Query Proposal Templates

curl "https://api.arcsite.com/v1/proposal_templates" \
  -H "Authorization: Bearer **your_api_token_here**"

The above command returns JSON structured like this:

[
  {
    "id": "36029621652695041",
    "name": "Proposal Template 1"
  }
]

Returns a list of proposal templates of your organization.

HTTP Request

GET https://api.arcsite.com/v1/proposal_templates

Query Parameters

Export Proposal PDF

curl "https://api.arcsite.com/v1/export_proposal_pdf" \
  -H "Authorization: Bearer **your_api_token_here**"

The above command returns JSON structured like this:

{
  "url": "https://d1umxpetlubu85.cloudfront.net/36029346774973628/36029621653386370/36029621653386685/c6f62f3d-db06-42df-8138-91d80e792e5d/Drawing_1_Pre-Survey_Proposal_-281-29-page_03_test-page_02_test.pdf"
}

Export Proposal PDF by giving the proposal template id.

HTTP Request

POST https://api.arcsite.com/v1/export_proposal_pdf

Parameters

Webhooks

Use incoming webhooks to get real-time updates.

ArcSite uses webhooks to notify your application when an event happens in your organization. Webhooks are particularly useful for asynchronous events like new drawing created.

A webhook enables ArcSite to push real-time notifications to your app. ArcSite uses HTTPS to send these notifications to your app as a JSON payload. You can then use these notifications to execute actions in your backend systems.

You can create and manage your webhooks from the ArcSite web UI.

A of webhook payload contains both event type and payload data.

Sample webhook payload

{
  "event": "project.created",
  "data": {
    "id": 36029621652695040,
    "name": "project 4",
    "created_at": "2022-01-16T04:19:23",
    "updated_at": "2022-01-16T04:19:23",
    "job_number": "144111",
    "customer": {
      "name": "Jack",
      "phone": "1441",
      "second_phone": "1122"
    }
  }
}

Built-in retries

ArcSite webhooks have built-in retry methods for 3xx, 4xx, or 5xx response status codes. If ArcSite doesn’t quickly receive a 2xx response status code for an event, webhooks will retry the event until it receives a 2xx response or up to certain times.

Project Created

project.created Triggered when a project is created.

Project Created Webhook Payload

Drawing Created

The drawing.created webhook will be triggered when a drawing is created by uploading PDF files on the user site or manually uploading some newly created drawing to the cloud from the ArcSite App.

Drawing Created Webhook Payload

Drawing Updated

The drawing.updated webhook is triggered whenever a drawing is manually re-uploaded to the cloud from the ArcSite App after its initial creation.

Drawing Updated Webhook Payload

Proposal PDF Signed

proposal.signed Triggered when a proposal is signed in the app.

Proposal PDF signed Webhook Payload

Proposal Sent

proposal.sent Triggered when a proposal is sent to customer.

Proposal Sent Webhook Payload

ProposalOption

Proposal Approved

proposal.approved Triggered when a proposal is approved by customer.

Proposal Sent Webhook Payload

Errors

ArcSite uses HTTP response codes to indicate the success or failure of a request. Codes within the 2xx range are considered as successfully completed requests. Codes within the 4xx and 5xx ranges will indicate that a failure has occurred.

We use the following error codes to manage common failures.

The ArcSite API uses the following error codes:

Integrations

Improveit360 Integration

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

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

Basic 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.

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.

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.

Webhooks and APIs for I360 Customization

If you need more customized features, ArcSite's Extended Integration offers specialized Webhooks and APIs for I360.

• Add Proposal Exported in App webhook in user site admin page for custom developments.
• Use the Connected I360 Product API to fetch the connected I360 Product 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 I360 Quote and Quote Items when you select "No" in "Do you want to push this proposal to I360?" pop-up.

Implementation Steps:

 payload = get_payload_from_webhook()
 if payload.yes_no is False
     # extract drawing_id and appointment_id from payload
     drawing_id = payload.drawing_id
     appointment_id = payload.appointment_id
     # Fetch all Line Items info using drawing_id
     line_items = request_arcsite_drawing_line_items_api(drawing_id)
     # Generate I360 Quotes
     # Create I360 Quote Items
 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 appointment_id from the payload.
4. Fetch all Line items info using the drawng_id via Drawing Line Items API.
5. Generate an I360 Quote Object
   • Name: Use the Drawing Name as the Quote's Name.
   • Total: Use the total from the returned data as the i360__Calculated_Total__c of Quote.
   • Tax Rate: Use sum of tax / total from returned data as the i360__Sales_Tax_Rate__c of Quote.
   • Appointment ID: appointment_id extracted from the Webhook Payload.
6. Create I360 Quote Items
   • Name: Line item's name
   • Quantity: Line item's quantity
   • Unit Price: Use line item's total / quantity as the i360__Unit_Price__c of QuoteItem.
   • Product ID: Fetch connected i360 product id using the Line Item's product_id via Connected I360 Product.

Sold the appointment when you sell the project

Let's say you want to sell the project in i360 when you select "Yes" in "Do you want to push this proposal to I360?" pop-up.

Implementation Steps:

 payload = get_payload_from_webhook()
 if payload.yes_no is True
     # extract appointment_id from payload
     appointment_id = payload.appointment_id
     # Update I360 Appointment Status to "Sold"
 else
     # Do nothing

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 appointment_id from the payload.
4. Modify the I360 Appointment status to Sold.

APIs for I360

Associate I360 Appointment with ArcSite Project

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"
}'

The above command returns JSON structured like this:

{
  "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.

HTTP Request

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

Parameters

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

The above command returns JSON structured like this:

{
  "connected_product_id": "AXh09668400GJgk"
}

This endpoint provides the connected I360 product ID.

HTTP Request

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

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

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.

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
     ine_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 -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"
}'

The above command returns JSON structured like this:

{
  "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.

HTTP Request

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

Parameters

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

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.

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.

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.

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 drawng_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 -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"
}'

The above command returns JSON structured like this:

{
  "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.

HTTP Request

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

Parameters

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

The above command returns JSON structured like this:

{
  "connected_product_id": "AXh09668400GJgk"
}

This endpoint provides the connected Salesforce Product2 ID.

HTTP Request

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

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