Integrations contractor plus cxl playbooks
contractor plus + cxl playbooks

Connect contractor plus and cxl playbooks to Build Intelligent Automations

Choose a Trigger

contractor plus

When this happens...

Choose an Action

cxl playbooks

Automatically do this!

Enable Integrations or automations with these events of contractor plus and cxl playbooks

Enable Integrations or automations with these events of contractor plus and cxl playbooks

Triggers

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

Request a new Trigger for contractor plus

Actions

Create lead

Create lead

Create a new lead to capture a potential client.

Create expense

Create expense

Create an expense in Contractor+.

Request a new Action for contractor plus

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Frequently Asked Questions

How do I start an integration between contractor plus and cxl playbooks?

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

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

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

How often does the data sync between contractor plus and cxl playbooks?

The data sync between contractor plus and cxl playbooks 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 cxl playbooks?

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 cxl playbooks?

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