Connect contractor plus and BoardCRM
Integrate contractor plus with BoardCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Comment in Boardcrm when new lead is created in Contractor Plus
UpdateLead in BoardCrm when new lead is created in Contractor Plus
Create Deal in Boardcrm when new lead is created in Contractor Plus
Add Comment in Boardcrm when new client is added to Contractor Plus
UpdateLead in BoardCrm when new client is added to Contractor Plus
Popular contractor plus + BoardCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
contractor plus
When this happens...
new lead is created
new client is added
new invoice is created
Choose an action
BoardCRM
Automatically do this!
Add Comment
UpdateLead
Create Deal
Add Comment in Boardcrm when new lead is created in Contractor Plus
Use this flowUpdateLead in BoardCrm when new lead is created in Contractor Plus
Use this flowCreate Deal in Boardcrm when new lead is created in Contractor Plus
Use this flowAdd Comment in Boardcrm when new client is added to Contractor Plus
Use this flowUpdateLead in BoardCrm when new client is added to Contractor Plus
Use this flowCreate Deal in Boardcrm when new client is added to Contractor Plus
Use this flowAdd Comment in Boardcrm when new invoice is created in Contractor Plus
Use this flowUpdateLead in BoardCrm when new invoice is created in Contractor Plus
Use this flowCreate Deal in Boardcrm when new invoice is created in Contractor Plus
Use this flowSupported Triggers & Actions
Everything you can automate between contractor plus and BoardCRM.
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
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+.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
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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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 contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
Learn moreSimilar apps
About BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your contractor plus and BoardCRM 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 contractor plus and BoardCRM 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 BoardCRM. No coding required.
Yes. You can set up a workflow where contractor plus triggers actions in BoardCRM, and a separate workflow where BoardCRM triggers actions in contractor plus. 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 contractor plus and BoardCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire contractor plus and BoardCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
