Connect contractor plus and Worksection to Build Intelligent Automations
Ready to use contractor plus and Worksection automations
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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 Project Task
Retrieve tasks created within a recent time window for the selected project.
New Comment in Task
Detects new comments added to a selected task in a project and returns their details.
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 Project
Adds a new project into your account.
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Frequently Asked Questions
To start, connect both your contractor plus and Worksection accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Worksection (or vice versa).
Absolutely. You can customize how contractor plus data is recorded in Worksection. This includes choosing which data fields go into which fields of Worksection, setting up custom formats, and filtering out unwanted information.
The data sync between contractor plus and Worksection 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 Worksection. 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 Worksection
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
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