Connect contractor plus and Instantly
Integrate contractor plus with Instantly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Instantly.ai when new lead is created in Contractor Plus
Create Lead List in Instantly.ai when new lead is created in Contractor Plus
Test account vitals in Instantly when new lead is created in Contractor Plus
Add Lead to List in Instantly.ai when new lead is created in Contractor Plus
Add Lead to Campaign in Instantly.ai when new lead is created in Contractor Plus
Popular contractor plus + Instantly flows
Start from a real workflow other teams are already running.
Choose a trigger
contractor plus
When this happens...
new lead is created
new client is added
new invoice is created
Choose an action
Instantly
Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
Update Campaign
Create Lead in Instantly.ai when new lead is created in Contractor Plus
Use this flowCreate Lead List in Instantly.ai when new lead is created in Contractor Plus
Use this flowTest account vitals in Instantly when new lead is created in Contractor Plus
Use this flowAdd Lead to List in Instantly.ai when new lead is created in Contractor Plus
Use this flowAdd Lead to Campaign in Instantly.ai when new lead is created in Contractor Plus
Use this flowCreate Campaign in Instantly.ai when new lead is created in Contractor Plus
Use this flowCreate Block List in Instantly.ai when new lead is created in Contractor Plus
Use this flowCreate Custom Tag in Instantly.ai when new lead is created in Contractor Plus
Use this flowDelete Custom Tag in Instantly.ai when new lead is created in Contractor Plus
Use this flowUpdate Lead in Instantly.ai when new lead is created in Contractor Plus
Use this flowSupported Triggers & Actions
Everything you can automate between contractor plus and Instantly.
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 Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
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 Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead list.
Test account vitals
Test account vitals.
Add Lead to List
Add multiple leads to a list.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
Learn moreSimilar apps
About Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your contractor plus and Instantly 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.
Yes. viaSocket uses instant triggers where available, so data moves between contractor plus and Instantly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Instantly. No coding required.
Yes. You can set up a workflow where contractor plus triggers actions in Instantly, and a separate workflow where Instantly triggers actions in contractor plus. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between contractor plus and Instantly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire contractor plus and Instantly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
