Connect contractor plus and Gist to Build Intelligent Automations

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contractor plus

When this happens...

Choose an Action

Gist

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Actions and Triggers

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+.

Create or Update Contact

Create or Update Contact

Creates a new Contact or updates an existing one.

Add Tag to an Existing Contact

Add Tag to an Existing Contact

Apply a tag to an existing contact.

Remove Tag From Existing Contact

Remove Tag From Existing Contact

Removes a tag from an existing contact.

Subscribe to a Campaign

Subscribe to a Campaign

Subscribe a contact to a specific campaign.

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Frequently Asked Questions

How do I start an integration between contractor plus and Gist?

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

Can we customize how data from contractor plus is recorded in Gist?

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

How often does the data sync between contractor plus and Gist?

The data sync between contractor plus and Gist 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 Gist?

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 Gist?

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

About Gist

Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.

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