Connect contractor plus and Doclift PDF to Build Intelligent Automations
Choose a Trigger
When this happens...
new lead is created
new client is added
new invoice is created
Choose an Action
Automatically do this!
List All Templates
Create Document From Template
Ready to use contractor plus and Doclift PDF automations
Actions and Triggers
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 All Templates
Show all available templates
Create Document From Template
Create document from template
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Frequently Asked Questions
To start, connect both your contractor plus and Doclift PDF accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Doclift PDF (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Doclift PDF. This includes choosing which data fields go into which fields of Doclift PDF, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Doclift PDF 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 Doclift PDF. 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.
About contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
Learn MoreAbout Doclift PDF
DocLift is a powerful platform designed to streamline document management and collaboration. It offers tools for creating, editing, and sharing documents seamlessly, making it ideal for teams and businesses looking to enhance productivity and efficiency.
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