Connect contractor plus and Pencil Spaces to Build Intelligent Automations
Choose a Trigger
When this happens...
new lead is created
new client is added
new invoice is created
Choose an Action
Automatically do this!
Create Space
Invite User
Ready to use contractor plus and Pencil Spaces automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new lead is created
runs when new lead is created
new client is added
runs when new client is added
new invoice is created
runs when new invoice is created
User Joins or Leaves a Room
Runs when a user joins or leaves a room in Pencil Spaces.
Do thisActions
Action is the task that follows automatically within your contractor plus integrations.
Create lead
Create a new lead to capture a potential client.
Create expense
Create an expense in Contractor+.
Create Space
Creates a new collaborative space and invites the listed hosts and participants.
Invite User
Sends an email inviting a user to join the institution.
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Frequently Asked Questions
To start, connect both your contractor plus and Pencil Spaces accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Pencil Spaces (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Pencil Spaces. This includes choosing which data fields go into which fields of Pencil Spaces, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Pencil Spaces typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between contractor plus and Pencil Spaces. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
Learn MoreAbout Pencil Spaces
Pencil Spaces is an innovative platform designed to enhance online collaboration and productivity. It offers a virtual workspace where teams can seamlessly interact, share ideas, and work together in real-time, making it ideal for remote work and education environments.
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