Connect Capsule CRM and contractor plus
Integrate Capsule CRM with contractor plus to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List users from Capsule CRM when new lead is created in Contractor Plus
Find Milestone in Capsule-crm when new client is added to Contractor Plus
List milestones in Capsule CRM when new invoice is created in Contractor Plus
List opportunities from Capsule CRM when new client is added to Contractor Plus
Add Note to Entity in Capsule CRM when new client is added to Contractor Plus
Popular Capsule CRM + contractor plus flows
Start from a real workflow other teams are already running.
Choose a trigger
Capsule CRM
When this happens...
New or Updated Contact
New or Updated Opportunity
New or Updated Project
New or Updated Task
New or Updated Users
Choose an action
contractor plus
Automatically do this!
Create lead
Create expense
List users from Capsule CRM when new lead is created in Contractor Plus
Use this flowFind Milestone in Capsule-crm when new client is added to Contractor Plus
Use this flowList milestones in Capsule CRM when new invoice is created in Contractor Plus
Use this flowList opportunities from Capsule CRM when new client is added to Contractor Plus
Use this flowAdd Note to Entity in Capsule CRM when new client is added to Contractor Plus
Use this flowList users from Capsule CRM when new invoice is created in Contractor Plus
Use this flowList Tasks in Capsule-crm when new client is added to Contractor Plus
Use this flowList opportunities from Capsule CRM when new lead is created in Contractor Plus
Use this flowUpdate Opportunity in Capsule CRM when new client is added to Contractor Plus
Use this flowList tasks from Capsule CRM when new invoice is created in Contractor Plus
Use this flowSupported Triggers & Actions
Everything you can automate between Capsule CRM and contractor plus.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
New or Updated Task
Triggers when a given action is performed on a Task.
New or Updated Users
Triggers when a given action is performed on a user.
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
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
List Tasks
Get a list of all tasks
Add Note to Entity
Adds a Note to an Entity.
Create Opportunity
Creates a new Opportunity.
Create a project
Create a new Project
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn more
About contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Capsule CRM and contractor plus accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Capsule CRM and contractor plus as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach contractor plus. No coding required.
Yes. You can set up a workflow where Capsule CRM triggers actions in contractor plus, and a separate workflow where contractor plus triggers actions in Capsule CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Capsule CRM and contractor plus. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Capsule CRM and contractor plus integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
