Connect contractor plus and Optform 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!
- Request a new Action for Optform
Ready to use contractor plus and Optform automations
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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
Receives New Form Submission
Runs when a new form submission is received in Optform.
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+.
Know More About Contractor Plus and Optform Integrations
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Frequently Asked Questions
To start, connect both your contractor plus and Optform accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Optform (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Optform. This includes choosing which data fields go into which fields of Optform, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Optform 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 Optform. 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 Optform
Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.
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