Connect contractor plus and ProductPlan
Integrate contractor plus with ProductPlan to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Bar in ProductPlan when new lead is created in Contractor Plus
Get Roadmap Bars from ProductPlan when new lead is created in Contractor Plus
Update Bar in ProductPlan when new lead is created in Contractor Plus
Create New Bar in ProductPlan when new client is added to Contractor Plus
Get Roadmap Bars from ProductPlan when new client is added to Contractor Plus
Popular contractor plus + ProductPlan 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
ProductPlan
Automatically do this!
Create New Bar
Get Roadmap Bars
Update Bar
Create New Bar in ProductPlan when new lead is created in Contractor Plus
Use this flowGet Roadmap Bars from ProductPlan when new lead is created in Contractor Plus
Use this flowUpdate Bar in ProductPlan when new lead is created in Contractor Plus
Use this flowCreate New Bar in ProductPlan when new client is added to Contractor Plus
Use this flowGet Roadmap Bars from ProductPlan when new client is added to Contractor Plus
Use this flowUpdate Bar in ProductPlan when new client is added to Contractor Plus
Use this flowCreate New Bar in ProductPlan when new invoice is created in Contractor Plus
Use this flowGet Roadmap Bars from ProductPlan when new invoice is created in Contractor Plus
Use this flowUpdate Bar in ProductPlan when new invoice is created in Contractor Plus
Use this flowCreate lead in Contractor Plus when New Bar Appears on Roadmap in ProductPlan
Use this flowSupported Triggers & Actions
Everything you can automate between contractor plus and ProductPlan.
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 Bar Appears on Roadmap
Runs when New Bar Appears on Roadmap
Roadmap Is Updated
Runs when roadmap is updated
Roadmap Bar Is Updated
Runs when roadmap bar is updated
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 New Bar
Add a new bar to your roadmap.
Get Roadmap Bars
Get all bars for a roadmap.
Update Bar
Update a roadmap bar by ID.
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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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.
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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 ProductPlan
Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your contractor plus and ProductPlan 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 ProductPlan 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 ProductPlan. No coding required.
Yes. You can set up a workflow where contractor plus triggers actions in ProductPlan, and a separate workflow where ProductPlan 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 ProductPlan. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire contractor plus and ProductPlan integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
