Connect Copy.ai and contractor plus to Build Intelligent Automations
Ready to use Copy.ai and contractor plus automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Completed Workflow Run
Triggers when a Workflow Run is completed.
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 Copy.ai integrations.
Get All Workflow Runs
You can view the details of all workflow runs for a workflow.
Start a Workflow Run
Starting a Workflow Run.
Create lead
Create a new lead to capture a potential client.
Create expense
Create an expense in Contractor+.
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Frequently Asked Questions
To start, connect both your Copy.ai and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in Copy.ai triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how Copy.ai data is recorded in contractor plus. This includes choosing which data fields go into which fields of contractor plus, setting up custom formats, and filtering out unwanted information.
The data sync between Copy.ai and contractor plus 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 Copy.ai and contractor plus. 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 Copy.ai
Copy.ai is an AI-powered tool designed to help users generate high-quality written content quickly and efficiently. It leverages advanced machine learning algorithms to assist with creating marketing copy, blog posts, social media content, and more, making it an essential tool for marketers, content creators, and businesses looking to streamline their content creation process.
Learn MoreAbout contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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