Integrations contractor plus ERP Docs
contractor plus + ERP Docs
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Supported Triggers & Actions

Everything you can automate between contractor plus and ERP Docs.

When this happensTriggers

A trigger is an event that starts a workflow.

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

Do thisActions

Action is the task that follows automatically within your contractor plus integrations.

Create lead

Create lead

Create a new lead to capture a potential client.

Create expense

Create expense

Create an expense in Contractor+.

Get Templates

Get Templates

Get all templates or a specific template by selecting mode and optional template ID.

Create Document from Template

Create Document from Template

Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.

Get Bulk Send Batch

Get Bulk Send Batch

Get processing status and counts for a bulk send batch by batch ID.

Get Bulk Send Rows

Get Bulk Send Rows

Retrieve rows for a bulk send batch by batch_id, filter by status, and paginate with limit and offset.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations ERP Docs
ERP Docs + contractor plus
ERP Docs logo

About ERP Docs

ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.

Learn more

Frequently Asked Questions

How do I connect contractor plus and ERP Docs?

Sign up for a free viaSocket account, then authorize both your contractor plus and ERP Docs 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between contractor plus and ERP Docs as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from contractor plus to ERP Docs?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ERP Docs. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where contractor plus triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in contractor plus. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between contractor plus and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire contractor plus and ERP Docs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.