Connect contractor plus and Insighto.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
new lead is created
new client is added
new invoice is created
Choose an Action
Automatically do this!
Create Contact
Add Text Blob Into Data Source
Ready to use contractor plus and Insighto.ai automations
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 Contact
Triggers when a new contact is created.
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+.
Create Contact
Creates a Contact in the system.
Add Text Blob Into Data Source
Adds a text blob into an existing Data Source.
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Frequently Asked Questions
To start, connect both your contractor plus and Insighto.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Insighto.ai (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Insighto.ai. This includes choosing which data fields go into which fields of Insighto.ai, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Insighto.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 Insighto.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 Insighto.ai
Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows
Learn More
