Integrations contractor plus siteleaf
contractor plus + siteleaf

Connect contractor plus and siteleaf to Build Intelligent Automations

Choose a Trigger

contractor plus

When this happens...

Choose an Action

siteleaf

Automatically do this!

Enable Integrations or automations with these events of contractor plus and siteleaf

Enable Integrations or automations with these events of contractor plus and siteleaf

Triggers

new lead is created

new lead is created

runs when new lead is created

new client is added

new client is added

runs when new client is added

new invoice is created

new invoice is created

runs when new invoice is created

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Actions

Create lead

Create lead

Create a new lead to capture a potential client.

Create expense

Create expense

Create an expense in Contractor+.

Request a new Action for contractor plus

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Frequently Asked Questions

How do I start an integration between contractor plus and siteleaf?

To start, connect both your contractor plus and siteleaf accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in siteleaf (or vice versa).

Can we customize how data from contractor plus is recorded in siteleaf?

Absolutely. You can customize how contractor plus data is recorded in siteleaf. This includes choosing which data fields go into which fields of siteleaf, setting up custom formats, and filtering out unwanted information.

How often does the data sync between contractor plus and siteleaf?

The data sync between contractor plus and siteleaf typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from contractor plus to siteleaf?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between contractor plus and siteleaf?

Yes, you can set conditional logic to control the flow of data between contractor plus and siteleaf. 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 plus

About contractor plus

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

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siteleaf

About siteleaf

Send invitations to clients, colleagues, and others to edit and review sites. Managing content in Siteleaf is easy enough anyone can do it, with nothing to install.

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