Integrations contractor plus Guidebook
contractor plus + Guidebook
Full list

Supported Triggers & Actions

Everything you can automate between contractor plus and Guidebook.

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

New Guide

New Guide

Trigger when a new guide is created.

New Attendee(s)

New Attendee(s)

Trigger when a new new attendee is created.

New Menu Item

New Menu Item

Trigger when new menu item is created.

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+.

Update a Guide

Update a Guide

Update an existing guide

Create a Custom List Item

Create a Custom List Item

Creates a Custom List Item for your Guide.

Create a Custom List

Create a Custom List

Creates a custom list on your guide.

Create Menu Item

Create Menu Item

Menu Items link features in builder and app to guides.

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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Frequently Asked Questions

How do I connect contractor plus and Guidebook?

Sign up for a free viaSocket account, then authorize both your contractor plus and Guidebook 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 Guidebook 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 Guidebook?

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

Can the integration run in both directions?

Yes. You can set up a workflow where contractor plus triggers actions in Guidebook, and a separate workflow where Guidebook 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 Guidebook. 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 Guidebook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.