Connect contractor plus and Chartbrew 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 Team
Get Team Details
Update Team Settings
Create Project With Dashboard
List Team Projects
Get Project Details
Update Project Settings
Delete Project Permanently
Create Project Share Policy
Update Project Share Policy
Delete Project Share Policy
Create Public Dashboard Link
List All Teams
Ready to use contractor plus and Chartbrew automations
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
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 Team
Create team, set permissions
Get Team Details
Get team info by ID
Update Team Settings
Change team name and settings
Create Project With Dashboard
Create project with dashboard
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Frequently Asked Questions
To start, connect both your contractor plus and Chartbrew accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Chartbrew (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Chartbrew. This includes choosing which data fields go into which fields of Chartbrew, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Chartbrew 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 Chartbrew. 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 Chartbrew
Chartbrew is a powerful tool for creating and managing data visualizations. It allows users to connect to various data sources and build interactive charts and dashboards, making data analysis and presentation seamless and efficient.
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