Connect contractor plus and preezie 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 preezie
Enable Integrations or automations with these events of contractor plus and preezie
Enable Integrations or automations with these events of contractor plus and preezie
Triggers
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
Actions
Create lead
Create a new lead to capture a potential client.
Create expense
Create an expense in Contractor+.
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Frequently Asked Questions
To start, connect both your contractor plus and preezie accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in preezie (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in preezie. This includes choosing which data fields go into which fields of preezie, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and preezie 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 preezie. 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 preezie
preezie is a guided conversion and product discovery platform designed to help you bring the in-store experience online
Learn More
