Integrate contractor plus with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when new lead is created in Contractor Plus
Create Document from Template in ERP Docs when new lead is created in Contractor Plus
Get Bulk Send Batch from ERP Docs when new lead is created in Contractor Plus
Get Bulk Send Rows from ERP Docs when new lead is created in Contractor Plus
Get Documents from ERP Docs when new lead is created in Contractor Plus
Start from a real workflow other teams are already running.
contractor plus
When this happens...
new lead is created
new client is added
new invoice is created
ERP Docs
Automatically do this!
Get Templates
Create Document from Template
Get Bulk Send Batch
Get Bulk Send Rows
Get Documents
Download Signed Document
Send Document Reminder
Get Workspaces
Delete Brand Profile
Get Brand Profiles
Update Brand Profile
Create Brand Profile
Get Templates from ERP Docs when new lead is created in Contractor Plus
Use this flowCreate Document from Template in ERP Docs when new lead is created in Contractor Plus
Use this flowGet Bulk Send Batch from ERP Docs when new lead is created in Contractor Plus
Use this flowGet Bulk Send Rows from ERP Docs when new lead is created in Contractor Plus
Use this flowGet Documents from ERP Docs when new lead is created in Contractor Plus
Use this flowDownload Signed Document from ERP Docs when new lead is created in Contractor Plus
Use this flowSend Document Reminder via ERP Docs when new lead is created in Contractor Plus
Use this flowGet Workspaces from ERP Docs when new lead is created in Contractor Plus
Use this flowDelete Brand Profile in ERP Docs when new lead is created in Contractor Plus
Use this flowGet Brand Profiles from ERP Docs when new lead is created in Contractor Plus
Use this flowEverything you can automate between contractor plus and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
runs when new lead is created
runs when new client is added
runs when new invoice is created
Action is the task that follows automatically within your contractor plus integrations.
Create a new lead to capture a potential client.
Create an expense in Contractor+.
Get all templates or a specific template by selecting mode and optional template ID.
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
Get processing status and counts for a bulk send batch by batch ID.
Retrieve rows for a bulk send batch by batch_id, filter by status, and paginate with limit and offset.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
Learn moreERPDocs 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 moreSign 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.
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.
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.
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.
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 ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
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.