Connect contractor plus and Workflow Automation to Build Intelligent Automations
Enable Integrations or automations with these events of contractor plus and Workflow Automation
Enable Integrations or automations with these events of contractor plus and Workflow Automation
Triggers
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
Actions
Create lead
Create a new lead to capture a potential client.
Create expense
Create an expense in Contractor+.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your contractor plus and Workflow Automation accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Workflow Automation (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Workflow Automation. This includes choosing which data fields go into which fields of Workflow Automation, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Workflow Automation 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 Workflow Automation. 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.
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About Workflow Automation
Workflow Automation is a platform designed to streamline and automate repetitive tasks and processes across various applications and services. It enables users to create custom workflows that integrate different tools, enhancing productivity and efficiency in business operations.
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