Connect contractor plus and Hedy AI to Build Intelligent Automations
Ready to use contractor plus and Hedy AI automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
Do thisActions
Action is the task that follows automatically within your contractor plus integrations.
Create lead
Create a new lead to capture a potential client.
Create expense
Create an expense in Contractor+.
Get Session Details
Get a session's details, including transcript, conversation and meeting minutes
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
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Frequently Asked Questions
To start, connect both your contractor plus and Hedy AI accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Hedy AI (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Hedy AI. This includes choosing which data fields go into which fields of Hedy AI, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Hedy AI 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 Hedy AI. 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 MoreAbout Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
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