
When this happens...
new lead is created
new client is added
new invoice is created

Automatically do this!
Create Plan
Get Plans
When this happensTriggers
A trigger is an event that starts a workflow.
runs when new lead is created
runs when new client is added
runs when new invoice is created
Action is the task that follows automatically within your contractor plus integrations.
Create a new lead to capture a potential client.
Create an expense in Contractor+.
Creates a new plan in your Alteryx account.
Retrieves a list of Alteryx plans.

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To start, connect both your contractor plus and Alteryx accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Alteryx (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Alteryx. This includes choosing which data fields go into which fields of Alteryx, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Alteryx 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 Alteryx. 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.
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
Learn MoreAlteryx is a leading platform for data blending and advanced analytics, empowering data analysts and scientists to easily prepare, blend, and analyze data from various sources. With its intuitive drag-and-drop interface, Alteryx simplifies complex data processes, enabling users to generate insights and make data-driven decisions efficiently.
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