Connect contractor plus and Coda to Build Intelligent Automations

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contractor plus

When this happens...

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Coda

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

new lead is created

new lead is created

runs when new lead is created

new client is added

new client is added

runs when new client is added

new invoice is created

new invoice is created

runs when new invoice is created

New Row

New Row

Triggers when a new row is created

Updated Row

Updated Row

Triggers when a new row is updated within the selected table

Request a new Trigger for contractor plus

Do thisActions

Action is the task that follows automatically within your contractor plus integrations.

Create lead

Create lead

Create a new lead to capture a potential client.

Create expense

Create expense

Create an expense in Contractor+.

Find a Row

Find a Row

Search for a Coda Row in the selected table using a column match search.

Create a Row

Create a Row

Creates a row in an existing table

Copy a Doc

Copy a Doc

Creates a copy of the specified Coda doc.

Deletes a doc

Deletes a doc

deletes a Coda doc.

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Frequently Asked Questions

How do I start an integration between contractor plus and Coda?

To start, connect both your contractor plus and Coda accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Coda (or vice versa).

Can we customize how data from contractor plus is recorded in Coda?

Absolutely. You can customize how contractor plus data is recorded in Coda. This includes choosing which data fields go into which fields of Coda, setting up custom formats, and filtering out unwanted information.

How often does the data sync between contractor plus and Coda?

The data sync between contractor plus and Coda typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from contractor plus to Coda?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between contractor plus and Coda?

Yes, you can set conditional logic to control the flow of data between contractor plus and Coda. 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 plus

About contractor plus

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

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Coda

About Coda

Coda is a versatile online tool that combines documents, spreadsheets, and building blocks to create dynamic docs for various needs. It’s used for project management, data tracking, and creating complex documents that function like applications.

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