Connect contractor plus and Sendme 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!
Update Contact
Create Contact
Ready to use contractor plus and Sendme automations
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Actions and Triggers
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 or Update Contact
Triggers when a contact is created or 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+.
Update Contact
Update contact in Sendme.
Create Contact
Create contact in Sendme
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Frequently Asked Questions
To start, connect both your contractor plus and Sendme accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Sendme (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Sendme. This includes choosing which data fields go into which fields of Sendme, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Sendme 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 Sendme. 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 Sendme
Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.
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