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

Automatically do this!
List Tasks
List Notes
Create Outline
Create Task
Delete Tasks by IDs
Create Note
Create Folder
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
Triggers when a new note is added to the folder you choose.
Runs when new task is created in Toodledo.
Runs when a new task is created in the specified folder.
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+.
List tasks from your account.
Retrieve notes from Toodledo, optionally filtered by date range or folder.
Adds a new outline to your Toodledo account.
Add a new task with title, notes, due date/time, reminders, tags, priority, goal, location, and repeat.

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To start, connect both your contractor plus and Toodledo accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Toodledo (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Toodledo. This includes choosing which data fields go into which fields of Toodledo, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Toodledo 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 Toodledo. 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 MoreToodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
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