Connect contractor plus and Teambook 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!
Create User
List Project
List Users
List Actual Log
List Task
List Team
List User Capacity
List Project Capacity
Ready to use contractor plus and Teambook 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
New Project
Triggers when a new project is created.
New User
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+.
Create User
Create a teambook user.
List Project
List all projects.
List Users
List all users.
List Actual Log
List all Actual Log.
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Frequently Asked Questions
To start, connect both your contractor plus and Teambook accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Teambook (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Teambook. This includes choosing which data fields go into which fields of Teambook, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Teambook 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 Teambook. 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 Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
Learn More
