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When this happensTriggers
A trigger is an event that starts a workflow.
runs when new lead is created
runs when new client is added
runs when new invoice is created
Action is the task that follows automatically within your contractor plus integrations.
Create a new lead to capture a potential client.
Create an expense in Contractor+.
Performs a search using keywords in the docs you have access to.
Returns a readable Doc by ID.
Creates a doc inside a parent doc or private channel.
Returns a paginated list of sub docs.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your contractor plus and Slite accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Slite (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Slite. This includes choosing which data fields go into which fields of Slite, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Slite 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 Slite. 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+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
Learn MoreSlite is a team collaboration app for creating, organizing, and sharing notes and documents. It allows real-time collaboration, rich text editing, and easy organization, helping teams stay aligned and efficient.
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