Integrations Capsule CRM contractor plus
Capsule CRM + contractor plus

Connect Capsule CRM and contractor plus to Build Intelligent Automations

Choose a Trigger

Capsule CRM

When this happens...

Choose an Action

contractor plus

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Contact

New or Updated Contact

Triggers when a given action is performed on a Person or Organisation.

New or Updated Opportunity

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

New or Updated Project

New or Updated Project

Triggers when a given action is performed on a Project.

New or Updated Task

New or Updated Task

Triggers when a given action is performed on a Task.

New or Updated Users

New or Updated Users

Triggers when a given action is performed on a user.

new lead is created

new lead is created

runs when new lead is created

Do thisActions

Action is the task that follows automatically within your Capsule CRM integrations.

Create Contact

Create Contact

Creates a new Person or Organisation.

Update Opportunity

Update Opportunity

Update an existing opportunity

List Tasks

List Tasks

Get a list of all tasks

Add Note to Entity

Add Note to Entity

Adds a Note to an Entity.

Create Opportunity

Create Opportunity

Creates a new Opportunity.

Create a project

Create a project

Create a new Project

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Frequently Asked Questions

How do I start an integration between Capsule CRM and contractor plus?

To start, connect both your Capsule CRM and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in Capsule CRM triggers actions in contractor plus (or vice versa).

Can we customize how data from Capsule CRM is recorded in contractor plus?

Absolutely. You can customize how Capsule CRM data is recorded in contractor plus. This includes choosing which data fields go into which fields of contractor plus, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Capsule CRM and contractor plus?

The data sync between Capsule CRM and contractor plus typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Capsule CRM to contractor plus?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Capsule CRM and contractor plus?

Yes, you can set conditional logic to control the flow of data between Capsule CRM and contractor plus. 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.

Capsule CRM

About Capsule CRM

CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.

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contractor plus

About contractor plus

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

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