ArcSite suits service contractors, estimators and sales teams who need drawings, takeoffs and proposals close at hand while visiting customers. A new project can mark the start of a useful customer communication, while a proposal approved by the customer can prompt a timely confirmation. Drawing Created and Drawing Updated can also start practical follow-up messages through Zapier, so office staff do not have to watch the ArcSite workspace for every change.

Use Mobile Message to send an SMS when a proposal is approved, thanking the customer and confirming what happens next. A Project Created event can send a message acknowledging the enquiry and setting expectations for the next contact. If your team needs a customer record in Mobile Message before sending, the Zap can create a contact first. This connection helps field and office teams respond promptly without leaving ArcSite, while keeping the message focused on a real project milestone.

Each Zap is configured around a specific ArcSite trigger and a Mobile Message action. You choose the customer phone field, personalise the SMS with available project or proposal details, and decide whether the message should go to an individual contact or a list. Delivery Status Updated can also begin a separate workflow for internal handling when delivery information changes.