Connect contractor plus and MyDocSafe
Integrate contractor plus with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Folder in Mydocsafe when new lead is created in Contractor Plus
Create a Portal in Mydocsafe when new lead is created in Contractor Plus
Create a Portal Group in Mydocsafe when new lead is created in Contractor Plus
Create a Folder in Mydocsafe when new client is added to Contractor Plus
Create a Portal in Mydocsafe when new client is added to Contractor Plus
Popular contractor plus + MyDocSafe 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
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Create a Folder in Mydocsafe when new lead is created in Contractor Plus
Use this flowCreate a Portal in Mydocsafe when new lead is created in Contractor Plus
Use this flowCreate a Portal Group in Mydocsafe when new lead is created in Contractor Plus
Use this flowCreate a Folder in Mydocsafe when new client is added to Contractor Plus
Use this flowCreate a Portal in Mydocsafe when new client is added to Contractor Plus
Use this flowCreate a Portal Group in Mydocsafe when new client is added to Contractor Plus
Use this flowCreate a Folder in Mydocsafe when new invoice is created in Contractor Plus
Use this flowCreate a Portal in Mydocsafe when new invoice is created in Contractor Plus
Use this flowCreate a Portal Group in Mydocsafe when new invoice is created in Contractor Plus
Use this flowCreate lead in Contractor Plus when Document is Signed in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between contractor plus and MyDocSafe.
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
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
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 a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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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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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your contractor plus and MyDocSafe 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 MyDocSafe 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 MyDocSafe. No coding required.
Yes. You can set up a workflow where contractor plus triggers actions in MyDocSafe, and a separate workflow where MyDocSafe 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 MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire contractor plus and MyDocSafe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
