Connect contractor plus and Hex to Build Intelligent Automations

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contractor plus

When this happens...

Choose an Action

Hex

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Ready to use contractor plus and Hex automations

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

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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 Collection

Create Collection

Create a collection with a name, optional description, and sharing settings for users, groups, or workspace members.

Create Group

Create Group

Create a new group and add selected users as members.

List Groups

List Groups

Retrieve all groups in your Hex workspace.

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Frequently Asked Questions

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

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

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

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

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

The data sync between contractor plus and Hex 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 Hex?

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 Hex?

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

About Hex

Hex is a cutting-edge platform designed for tech enthusiasts and professionals, offering innovative solutions and tools to enhance your technological projects and workflows.

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