Connect contractor plus and Neon to Build Intelligent Automations

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contractor plus

When this happens...

Choose an Action

Neon

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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

New Project

New Project

Triggers when new project is created.

New Branch

New Branch

Triggers when new branch is created in an existing project.

New Role

New Role

Triggers when new role is created.

Do thisActions

Action is the task that follows automatically within your contractor plus integrations.

Create lead

Create lead

Create a new lead to capture a potential client.

Create expense

Create expense

Create an expense in Contractor+.

Retrieve Current User Details

Retrieve Current User Details

Retrieve a currnet user details.

Create Project

Create Project

Creates a Project.

Create Branch

Create Branch

Creates a Branch.

Create Role

Create Role

Creates a Role.

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Frequently Asked Questions

How do I start an integration between contractor plus and Neon?

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

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

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

How often does the data sync between contractor plus and Neon?

The data sync between contractor plus and Neon 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 Neon?

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 Neon?

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

About Neon

Neon is a cutting-edge platform that offers advanced technological solutions for developers and tech enthusiasts. It provides a suite of tools and services designed to enhance productivity, streamline workflows, and foster innovation in the tech industry.

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