
When this happens...
new lead is created
new client is added
new invoice is created

Automatically do this!
Create Feedback
Create Agent
Create Account
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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+.
Import feedback to Syncly workspace
Create a new agent in Syncly workspace
Create a new account in Syncly workspace

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

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Syncly accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Syncly (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Syncly. This includes choosing which data fields go into which fields of Syncly, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Syncly 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 Syncly. 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 MoreSyncly is a powerful tool designed to streamline and automate data synchronization across various applications and platforms. It ensures that your data is always up-to-date and consistent, reducing manual effort and minimizing errors. Ideal for businesses and individuals looking to enhance productivity and efficiency in managing their digital workflows.
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