Enable Integrations or automations with these events of contractor plus and clozio
runs when new lead is created
runs when new client is added
runs when new invoice is created
Create a new lead to capture a potential client.
Create an expense in Contractor+.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your contractor plus and clozio accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in clozio (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in clozio. This includes choosing which data fields go into which fields of clozio, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and clozio 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 clozio. 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 MoreClozio is a productivity tool for real estate professionals. Clozio offers free transaction hubs that allow professionals to create and share relevant transaction information with their clients.
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