
When this happens...
new lead is created
new client is added
new invoice is created

Automatically do this!
Create User
Create Group
Update User
Create Comment
Create Tag
Create Status
Create Section
Update Group
Update Tag
Update Status
Delete User
Delete Group
Delete Comment
Delete Tag
Delete Status
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When this happensTriggers
A trigger is an event that starts a workflow.
runs when new lead is created
runs when new client is added
runs when new invoice is created
Trigger when new comment created.
Trigger when new groups created.
Trigger when new Tag created.
Action is the task that follows automatically within your contractor plus integrations.
Create a new lead to capture a potential client.
Create an expense in Contractor+.
Creates a new user in your portal. You can either provide a password, or you can invite the user.
Creates a new group.
Updates a user in your portal.
Adds a new comment to a specific post.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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To start, connect both your contractor plus and ProductLift accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in ProductLift (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in ProductLift. This includes choosing which data fields go into which fields of ProductLift, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and ProductLift 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 ProductLift. 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.
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
Learn MoreProductlift is a platform designed to help businesses manage and optimize their product development processes. It provides tools for tracking product performance, gathering user feedback, and prioritizing features to ensure that product teams can make data-driven decisions. With Productlift, teams can streamline their workflows, improve collaboration, and enhance the overall product lifecycle.
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