Connect contractor plus and Smartsheet
Integrate contractor plus with Smartsheet to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Attachment to Row in Smartsheet when new lead is created in Contractor Plus
Copy Row in Smartsheet when new lead is created in Contractor Plus
Move Row in Smartsheet when new lead is created in Contractor Plus
Add Discussion to Row in Smartsheet when new lead is created in Contractor Plus
Create Workspace in Smartsheet when new lead is created in Contractor Plus
Popular contractor plus + Smartsheet flows
Start from a real workflow other teams are already running.
Choose a trigger
contractor plus
When this happens...
new lead is created
new client is added
new invoice is created
Choose an action
Smartsheet
Automatically do this!
Add Attachment to Row
Copy Row
Move Row
Add Discussion to Row
Create Workspace
Send Row
Send Sheet
Find sheet Row
Add Attachment to Row in Smartsheet when new lead is created in Contractor Plus
Use this flowCopy Row in Smartsheet when new lead is created in Contractor Plus
Use this flowMove Row in Smartsheet when new lead is created in Contractor Plus
Use this flowAdd Discussion to Row in Smartsheet when new lead is created in Contractor Plus
Use this flowCreate Workspace in Smartsheet when new lead is created in Contractor Plus
Use this flowSend Row to Smartsheet when new lead is created in Contractor Plus
Use this flowSend Sheet using Smartsheet when new lead is created in Contractor Plus
Use this flowFind sheet Row in Smartsheet when new lead is created in Contractor Plus
Use this flowAdd Attachment to Row in Smartsheet when new client is added to Contractor Plus
Use this flowCopy Row in Smartsheet when new client is added to Contractor Plus
Use this flowSupported Triggers & Actions
Everything you can automate between contractor plus and Smartsheet.
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 Row
Triggers when a new row is added to a sheet.
Updated Row
Triggers when a row is updated in a sheet.
New Attachment
Triggers when a new attachment is added to a row.
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+.
Add Attachment to Row
Attaches a file to an existing row.
Copy Row
Copies a row from one sheet to another.
Move Row
Moves a row from one sheet to another.
Add Discussion to Row
Adds discussion to a row.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
Learn moreSimilar apps
About Smartsheet
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your contractor plus and Smartsheet accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between contractor plus and Smartsheet as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Smartsheet. No coding required.
Yes. You can set up a workflow where contractor plus triggers actions in Smartsheet, and a separate workflow where Smartsheet triggers actions in contractor plus. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between contractor plus and Smartsheet. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire contractor plus and Smartsheet integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
