Integrations contractor plus Microsoft Word
contractor plus + Microsoft Word

Connect contractor plus and Microsoft Word to Build Intelligent Automations

Choose a Trigger

contractor plus

When this happens...

Choose an Action

Microsoft Word

Automatically do this!

Enable Integrations or automations with these events of contractor plus and Microsoft Word

Enable Integrations or automations with these events of contractor plus and Microsoft Word

Triggers

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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Actions

Create lead

Create lead

Create a new lead to capture a potential client.

Create expense

Create expense

Create an expense in Contractor+.

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Step by step guides to integrate contractor plus and Microsoft Word

Frequently Asked Questions

How do I start an integration between contractor plus and Microsoft Word?

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

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

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

How often does the data sync between contractor plus and Microsoft Word?

The data sync between contractor plus and Microsoft Word 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 Microsoft Word?

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 Microsoft Word?

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

About Microsoft Word

Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, image insertion, and collaboration tools, making it ideal for both personal and professional use.

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