Connect contractor plus and Preset Cloud
Integrate contractor plus with Preset Cloud to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Teams in Preset Cloud when new lead is created in Contractor Plus
Get Team Members in Presetcloud9 when new lead is created in Contractor Plus
Delete a Team Member in Presetcloud9 when new lead is created in Contractor Plus
List All Teams in Preset Cloud when new client is added to Contractor Plus
Get Team Members in Presetcloud9 when new client is added to Contractor Plus
Popular contractor plus + Preset Cloud 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
Preset Cloud
Automatically do this!
List All Teams
Get Team Members
Delete a Team Member
List All Teams in Preset Cloud when new lead is created in Contractor Plus
Use this flowGet Team Members in Presetcloud9 when new lead is created in Contractor Plus
Use this flowDelete a Team Member in Presetcloud9 when new lead is created in Contractor Plus
Use this flowList All Teams in Preset Cloud when new client is added to Contractor Plus
Use this flowGet Team Members in Presetcloud9 when new client is added to Contractor Plus
Use this flowDelete a Team Member in Presetcloud9 when new client is added to Contractor Plus
Use this flowList All Teams in Preset Cloud when new invoice is created in Contractor Plus
Use this flowGet Team Members in Presetcloud9 when new invoice is created in Contractor Plus
Use this flowDelete a Team Member in Presetcloud9 when new invoice is created in Contractor Plus
Use this flowSupported Triggers & Actions
Everything you can automate between contractor plus and Preset Cloud.
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
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+.
List All Teams
Retrieve all teams in the connected Preset Cloud account.
Get Team Members
Retrieve the members of a Preset Cloud team.
Delete a Team Member
Remove a specified user from a Preset Cloud team. Returns success data or a clear error if removal is blocked (e.g., last admin, already removed, or assigned via a group).
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating contractor plus and Preset Cloud free
No credit card required. Set up your first workflow in minutes.
About contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
Learn moreSimilar apps
About Preset Cloud
Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your contractor plus and Preset Cloud 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 Preset Cloud 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 Preset Cloud. No coding required.
Yes. You can set up a workflow where contractor plus triggers actions in Preset Cloud, and a separate workflow where Preset Cloud 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 Preset Cloud. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire contractor plus and Preset Cloud integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
