Connect contractor plus and Crystal Ball
Integrate contractor plus with Crystal Ball to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Annotations from Crystal Ball when new lead is created in Contractor Plus
Change Annotation in Crystal Ball when new lead is created in Contractor Plus
List Annotations from Crystal Ball when new client is added to Contractor Plus
Create Annotation in Crystal Ball in Crystal-ball when new client is added to Contractor Plus
Create Annotation in Crystal Ball in Crystal-ball when new invoice is created in Contractor Plus
Popular contractor plus + Crystal Ball 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
Crystal Ball
Automatically do this!
List Annotations
Create Annotation in Crystal Ball
Delete Annotation
Change Annotation
List Annotations from Crystal Ball when new lead is created in Contractor Plus
Use this flowChange Annotation in Crystal Ball when new lead is created in Contractor Plus
Use this flowList Annotations from Crystal Ball when new client is added to Contractor Plus
Use this flowCreate Annotation in Crystal Ball in Crystal-ball when new client is added to Contractor Plus
Use this flowCreate Annotation in Crystal Ball in Crystal-ball when new invoice is created in Contractor Plus
Use this flowDelete Annotation in Crystal Ball when new invoice is created in Contractor Plus
Use this flowList Annotations from Crystal Ball when new invoice is created in Contractor Plus
Use this flowChange Annotation in Crystal Ball when new invoice is created in Contractor Plus
Use this flowCreate Annotation in Crystal Ball in Crystal-ball when new lead is created in Contractor Plus
Use this flowDelete Annotation in Crystal Ball when new client is added to Contractor Plus
Use this flowSupported Triggers & Actions
Everything you can automate between contractor plus and Crystal Ball.
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+.
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
Delete Annotation
Delete an annotation in your account for an event.
Change Annotation
Change an annotation in your account for an event.
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 Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your contractor plus and Crystal Ball 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 Crystal Ball 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 Crystal Ball. No coding required.
Yes. You can set up a workflow where contractor plus triggers actions in Crystal Ball, and a separate workflow where Crystal Ball 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 Crystal Ball. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire contractor plus and Crystal Ball integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
