Connect contractor plus and Simplesat 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!
Get Surveys
List Questions
Upsert Customer
Create Member
Update Customer
Create/Update Customer
Ready to use contractor plus and Simplesat automations
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
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+.
Get Surveys
Get surveys in simplesat.
List Questions
Get a questions in Simplesat.
Upsert Customer
Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.
Create Member
Create a new team member in simplesat
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Frequently Asked Questions
To start, connect both your contractor plus and Simplesat accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Simplesat (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Simplesat. This includes choosing which data fields go into which fields of Simplesat, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Simplesat 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 Simplesat. 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 Simplesat
Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.
Learn More
