Integrations contractor plus Finlegal Claims Automation
contractor plus + Finlegal Claims Automation

Connect contractor plus and Finlegal Claims Automation to Build Intelligent Automations

Choose a Trigger

contractor plus

When this happens...

Choose an Action

Finlegal Claims Automation

Automatically do this!

Enable Integrations or automations with these events of contractor plus and Finlegal Claims Automation

Enable Integrations or automations with these events of contractor plus and Finlegal Claims Automation

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

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Actions

Create lead

Create lead

Create a new lead to capture a potential client.

Create expense

Create expense

Create an expense in Contractor+.

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Frequently Asked Questions

How do I start an integration between contractor plus and Finlegal Claims Automation?

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

Can we customize how data from contractor plus is recorded in Finlegal Claims Automation?

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

How often does the data sync between contractor plus and Finlegal Claims Automation?

The data sync between contractor plus and Finlegal Claims Automation 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 Finlegal Claims Automation?

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 Finlegal Claims Automation?

Yes, you can set conditional logic to control the flow of data between contractor plus and Finlegal Claims Automation. 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.

contractor plus

About contractor plus

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

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Finlegal Claims Automation

About Finlegal Claims Automation

FinLegal Claims Automation is a total solution for legal claims automation.

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