Connect contractor plus and Vistaly 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 Feedback
Add Card Metric
Create Card
Ready to use contractor plus and Vistaly 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+.
Create Feedback
Create a feedback entry in Vistaly from a user's submission, including provider details, optional recipient, timestamp, and page URL.
Add Card Metric
Add a numeric metric datapoint to a specific card. Optionally provide a timestamp; leave blank to use the current time.
Create Card
Create a new card
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Frequently Asked Questions
To start, connect both your contractor plus and Vistaly accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Vistaly (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Vistaly. This includes choosing which data fields go into which fields of Vistaly, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Vistaly 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 Vistaly. 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 Vistaly
Vistaly is a comprehensive platform designed to enhance productivity and streamline project management. It offers tools for task management, team collaboration, and efficient workflow automation, making it ideal for businesses looking to optimize their operations.
Learn More
