Connect contractor plus and SmartSuite 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!
Update a Record
Find Many Records
List All Teams
List Comments
List Tables
List Solutions
List Members
Ready to use contractor plus and SmartSuite 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+.
Update a Record
Updates an existing record in SmartSuite.
Find Many Records
Find multiple records by field match or SmartSuite search syntax.
List All Teams
list all the teams
List Comments
List all Comments
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Frequently Asked Questions
To start, connect both your contractor plus and SmartSuite accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in SmartSuite (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in SmartSuite. This includes choosing which data fields go into which fields of SmartSuite, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and SmartSuite 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 SmartSuite. 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 SmartSuite
SmartSuite is a comprehensive platform designed to streamline business processes and enhance productivity. It offers a suite of tools for project management, collaboration, and workflow automation, making it an ideal solution for businesses looking to optimize their operations.
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