Connect contractor plus and Pennylane
Integrate contractor plus with Pennylane to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Pennylane when new lead is created in Contractor Plus
Create a Product in Pennylane when new lead is created in Contractor Plus
Update Customer in Pennylane when new lead is created in Contractor Plus
Update Product in Pennylane when new lead is created in Contractor Plus
Create Estimate in Pennylane when new lead is created in Contractor Plus
Popular contractor plus + Pennylane 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
Pennylane
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create Estimate
Create Company Customer
Create Quote
Update a company customer
Create Customer in Pennylane when new lead is created in Contractor Plus
Use this flowCreate a Product in Pennylane when new lead is created in Contractor Plus
Use this flowUpdate Customer in Pennylane when new lead is created in Contractor Plus
Use this flowUpdate Product in Pennylane when new lead is created in Contractor Plus
Use this flowCreate Estimate in Pennylane when new lead is created in Contractor Plus
Use this flowCreate Company Customer in Pennylane when new lead is created in Contractor Plus
Use this flowCreate Quote in Pennylane when new lead is created in Contractor Plus
Use this flowUpdate a company customer in Pennylane when new lead is created in Contractor Plus
Use this flowCreate Customer in Pennylane when new client is added to Contractor Plus
Use this flowCreate a Product in Pennylane when new client is added to Contractor Plus
Use this flowSupported Triggers & Actions
Everything you can automate between contractor plus and Pennylane.
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 Customer Invoice Created
Runs when new customer invoice is created
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
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 Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
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 Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your contractor plus and Pennylane 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 Pennylane 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 Pennylane. No coding required.
Yes. You can set up a workflow where contractor plus triggers actions in Pennylane, and a separate workflow where Pennylane 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 Pennylane. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire contractor plus and Pennylane integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
