Connect contractor plus and give lively to Build Intelligent Automations
Enable Integrations or automations with these events of contractor plus and give lively
Enable Integrations or automations with these events of contractor plus and give lively
Triggers
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
Actions
Create lead
Create a new lead to capture a potential client.
Create expense
Create an expense in Contractor+.
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your contractor plus and give lively accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in give lively (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in give lively. This includes choosing which data fields go into which fields of give lively, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and give lively 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 give lively. 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 More
About give lively
Give Lively built and supports a powerful and practical fundraising platform that is free for nonprofits and intuitively easy to use for donors.
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