Connect contractor plus and QuickBooks
Integrate contractor plus with QuickBooks to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create lead in Contractor Plus when New Invoice in QuickBooks
Create expense in Contractor Plus when New Invoice in QuickBooks
Create lead in Contractor Plus when New Customer in QuickBooks
Create expense in Contractor Plus when New Customer in QuickBooks
Create lead in Contractor Plus when New Bill in QuickBooks
Popular contractor plus + QuickBooks 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
QuickBooks
Automatically do this!
Create Payment
Create Department
Create Invoice
Create Customer
Create Account
Get BalanceSheet Report
Get Customer Balance
Get Customer Income
Find Customer by ID
Find Invoices by ID
Find Invoices
Create lead in Contractor Plus when New Invoice in QuickBooks
Use this flowCreate expense in Contractor Plus when New Invoice in QuickBooks
Use this flowCreate lead in Contractor Plus when New Customer in QuickBooks
Use this flowCreate expense in Contractor Plus when New Customer in QuickBooks
Use this flowCreate lead in Contractor Plus when New Bill in QuickBooks
Use this flowCreate expense in Contractor Plus when New Bill in QuickBooks
Use this flowCreate Payment in QuickBooks when new lead is created in Contractor Plus
Use this flowCreate Department in QuickBooks when new lead is created in Contractor Plus
Use this flowCreate Invoice in QuickBooks when new lead is created in Contractor Plus
Use this flowCreate Customer in QuickBooks when new lead is created in Contractor Plus
Use this flowSupported Triggers & Actions
Everything you can automate between contractor plus and QuickBooks.
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 Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill 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 Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
Create Customer
Create a customer record with contact, billing, shipping, tax, payment, and notes information.
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 QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your contractor plus and QuickBooks 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 QuickBooks 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 QuickBooks. No coding required.
Yes. You can set up a workflow where contractor plus triggers actions in QuickBooks, and a separate workflow where QuickBooks 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 QuickBooks. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire contractor plus and QuickBooks integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
