Connect contractor plus and Microsoft Excel 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!
Find Row
Create Spreadsheet
Update Row
Ready to use contractor plus and Microsoft Excel 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
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+.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Update Row
Update Row
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Step by step guides to integrate contractor plus and Microsoft Excel
Frequently Asked Questions
To start, connect both your contractor plus and Microsoft Excel accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Microsoft Excel (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Microsoft Excel. This includes choosing which data fields go into which fields of Microsoft Excel, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Microsoft Excel 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 Microsoft Excel. 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 Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
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