Connect ArcSite and Slack

Contractors draw in ArcSite on site and send the proposal from the truck. FlowMattic posts what happens next to Slack: the proposal went out, the customer approved it, the PDF came back signed, the drawing was revised. Sales, estimating and install crews follow each job from the channel without opening the ArcSite dashboard.

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6 triggers 14 actions 6 example workflows 2 ready-made templates Unlimited runs

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When this happens in ArcSite6 triggers

Do this in Slack14 actions

1. TriggerProposal Approved

2. ActionSend Channel Message

When ArcSite fires Proposal Approved, FlowMattic runs Send Channel Message in Slack with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

ArcSite and Slack workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Ready-made template

Ring the bell in sales when a proposal is approved

An approved proposal is a won job. Posting it to the sales channel lets the team see the win and lets the office start scheduling materials the same morning.

Proposal ApprovedSend Channel Message

View the template

Open a job channel when a signed proposal comes back

The signed PDF is the start of the install. A new channel named after the customer gives the crew, the estimator and the office one place for questions about that job.

Proposal PDF SignedText FormatterCreate ChannelSet Channel Topic

Remind the rep to chase a proposal after three days

When a proposal is sent, Slack sets a reminder for the rep three days later. If the customer has not answered by then, the rep calls while the visit is still fresh.

Proposal SentFind User by EmailAdd Reminder

Tell estimating when a drawing is revised

A changed drawing can change the price. The estimating channel hears which drawing was updated so the quote is checked before the customer signs the old numbers.

Drawing UpdatedSend Channel Message

Post each new project to the office channel

Every new ArcSite project appears with the customer and address, so the office knows a site visit happened and can create the job in the accounting system.

Project CreatedSend Channel Message

Send large approvals to the owner as a direct message

A Filter passes approvals above the amount you set. The owner gets a direct message for the big jobs, while the sales channel still hears about every approval.

Proposal ApprovedFilterFind User by EmailSend Direct Message

Set up: approved proposals to sales

At the end, each ArcSite proposal your customers approve is posted to the sales channel with the customer and project name.

Connect Slack
In FlowMattic, open Connects and add a Slack connection with an account that is in the sales channel.
Start with Proposal Approved
Create a workflow with the ArcSite Proposal Approved trigger and follow its instructions to send ArcSite events to the workflow.
Approve a test proposal
Send a proposal to yourself from a test project and approve it, so FlowMattic captures the proposal and project fields.
Post to sales
Add Send Channel Message, choose the sales channel and build the text from the customer, project name and proposal total. Test it and switch it on.

Import the ready-made template Beginner, about 5 min to set up

Slack app icon — Built on the FlowMattic canvas. Test each step with real data, then switch the workflow on.

From ArcSite	To Slack
Customer name	Message: customer
Project name	Message: job
Project address	Message: site
Proposal total	Message: value

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

Slack channel names must be unique and lower case, with no spaces. Use Text Formatter to turn the customer name into a valid name and add the project number for repeat customers.
Drawing Updated fires on each save, and drawings are often saved many times on site. Send it to a quieter estimating channel, or add a Filter, so the main channel is not flooded.
The proposal fields in the mapping are typical examples. Check the captured test data to see which customer and price fields your ArcSite account sends.

ArcSite

Integration page

Triggers (6)

Drawing CreatedTriggers when a drawing is created.
Drawing UpdatedTriggers when a drawing is updated.
Project CreatedTriggers when a project is created.
Proposal PDF SignedTriggers when a proposal PDF is signed.
Proposal SentTriggers when a proposal is sent.
Proposal ApprovedTriggers when a proposal is approved.

Slack

Integration page

Actions (14)

Send Channel MessagePost or Schedule a new message to a specific #channel
Add ReminderAdds a reminder for the user
Create ChannelCreates a new channel
List All ChannelsRetrieve list of all channels
Set Channel TopicSets the topic on a selected channel
Set StatusSets your Slack status to the given text and emoji
Invite User To ChannelInvite an existing User to an existing Channel. You must be a member of the channel to invite someone to it
Find User by EmailFinds a user by matching against their email instead of their username
Find User by IDFinds a user by their ID.
Send Direct MessageSend a direct message to a user or yourself from the Slackbot. Can also schedule a message for later
Send Private Channel MessagePost a new message to a private channel you choose. Can also schedule a message for later
Update ProfileUpdate basic profile fields such as name or title
Find MessageFinds a Slack message using the Slack Search feature
Upload FileUpload file to your slack workplace

Why run this pair with FlowMattic

ArcSite and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

Field work reaches the office

Projects, drawings and proposals started on a tablet at the customer's site show up in Slack for the people who order, schedule and invoice.

Wins are seen by the whole team

Approvals and signatures post to the channel, so sales and install hear about a new job at the same time.

No charge per proposal

FlowMattic runs on your own WordPress site with unlimited runs, so a busy season of quotes does not change what you pay.

Common questions

How do I post ArcSite proposal approvals to Slack?

Connect Slack in FlowMattic, start a workflow with the ArcSite Proposal Approved trigger and add Send Channel Message. Map the customer, project and total into the text, approve a test proposal and switch it on.

What is the difference between Proposal Approved and Proposal PDF Signed?

They are separate ArcSite events. Use Proposal Approved to celebrate the decision and Proposal PDF Signed when your process needs the signed document before work is scheduled. Each can start its own workflow.

Can the rep who sent the proposal get the alert instead of a channel?

Yes, when the proposal data includes the rep's email. Find User by Email looks them up in Slack and Send Direct Message sends it to them.

Can I invite the install crew to the new job channel?

Yes. After Create Channel, add Invite User To Channel for each crew lead. The Slack account you connected has to be a member of the channel to invite people, which it is when it created the channel.

Did not find your answer? You can browse the help center or ask us directly.

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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. ArcSite integration 1.0.0, Slack integration 1.0.