Connect contractor plus and Sleekplan 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!
List All Comments
Create Changelog Update
Create Feedback
Update Feedback
Search User
Search Post
Search Changelog Update
New End user
New Update
New NPS Response
Ready to use contractor plus and Sleekplan 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+.
List All Comments
Retrieves the list of all comments.
Create Changelog Update
Create an update
Create Feedback
Create a new post
Update Feedback
Update a post
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Frequently Asked Questions
To start, connect both your contractor plus and Sleekplan accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Sleekplan (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Sleekplan. This includes choosing which data fields go into which fields of Sleekplan, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Sleekplan 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 Sleekplan. 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 Sleekplan
Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.
Learn More
