
When this happens...
new lead is created
new client is added
new invoice is created

Automatically do this!
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When this happensTriggers
A trigger is an event that starts a workflow.
runs when new lead is created
runs when new client is added
runs when new invoice is created
Action is the task that follows automatically within your contractor plus integrations.
Create a new lead to capture a potential client.
Create an expense in Contractor+.
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To start, connect both your contractor plus and Crowdsignal accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Crowdsignal (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Crowdsignal. This includes choosing which data fields go into which fields of Crowdsignal, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Crowdsignal 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 Crowdsignal. 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.
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