Connect contractor plus and outline 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!
Create Document
Create an Attachment
Delete an Attachment
Update a Collection
Delete Collection
Update a Document
Delete Document
Create a Group
Update a group
Delete a Group
Create Collection
Create a Comment
Delete a Comment
Create a Star
Delete a Star
Update a stars order in the sidebar
Ready to use contractor plus and outline automations
Explore more automations built by businesses and experts
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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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
New Document Published
Triggers when a new document is published.
Collection Created
Triggers when a new collection is created in outline account.
Document Created
Triggers when a new document is created in outline account.
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 Document
Creates a document in outline.
Create an Attachment
Creates an attachment record and upload URL.
Delete an Attachment
Removes an attachment by ID.
Update a Collection
Updates an existing collection’s details.
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Frequently Asked Questions
To start, connect both your contractor plus and outline accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in outline (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in outline. This includes choosing which data fields go into which fields of outline, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and outline 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 outline. 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 outline
Outline is a fast, open‑source team knowledge base and wiki for organizing internal documentation, product specs, support answers, meeting notes, and onboarding. It features a blazing‑fast Markdown editor with slash commands, real‑time collaboration with comments and threads, powerful search with optional AI answers, and 20+ integrations including Slack, Figma, and Loom. Teams can manage permissions, guest access, and public sharing, and customize branding with custom domains; it’s available both as a hosted cloud service and a self‑hosted deployment. Designed for speed, simplicity, and transparency, Outline serves as a shared long‑term memory for modern teams.
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