Connect contractor plus and Dovetail to Build Intelligent Automations
Ready to use contractor plus and Dovetail automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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
New Project
Triggers when a new project is created
New Insight
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+.
Create Note
Create Data Point
Add Data to Project
Add Data to Project.
List Tags
List of all tags associated with a workspace
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Frequently Asked Questions
To start, connect both your contractor plus and Dovetail accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Dovetail (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Dovetail. This includes choosing which data fields go into which fields of Dovetail, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Dovetail 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 Dovetail. 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 Dovetail
Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
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