Connect contractor plus and Attio 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 List Entry
Create Note
Update Record
Update List Entry
Create Task
Delete List Entry
Create Record
List All Objects
List All Lists
List All Workspace Members
List All Notes
List All Tasks
Ready to use contractor plus and Attio 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
Task Created
Triggers when a new task is created
Record Created
Triggers when a record,such as company ,person or deal is Created.
Record Updated
Triggers when a record such as a person,company and deal is updated.
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 List Entry
Add a record to a specified list or set the values for the new list.
Create Note
Creates a new note in given account.
Update Record
Update values on a person , company or other record.
Update List Entry
Update value on an existing entry in a specified list.
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Frequently Asked Questions
To start, connect both your contractor plus and Attio accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Attio (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Attio. This includes choosing which data fields go into which fields of Attio, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Attio 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 Attio. 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 Attio
Attio is a modern CRM platform designed to help businesses manage their customer relationships more effectively. It offers a range of features including contact management, collaboration tools, and data analytics to streamline communication and enhance customer engagement.
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