Integrations Document360 contractor plus
Document360 + contractor plus

Connect Document360 and contractor plus to Build Intelligent Automations

Choose a Trigger

Document360

When this happens...

Choose an Action

contractor plus

Automatically do this!

Ready to use Document360 and contractor plus automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

new lead is created

new lead is created

runs when new lead is created

new client is added

new client is added

runs when new client is added

new invoice is created

new invoice is created

runs when new invoice is created

Request a new Trigger for Document360

Do thisActions

Action is the task that follows automatically within your Document360 integrations.

Create a Document

Create a Document

Creates a new document

Update a Document

Update a Document

Updates the details of the document by it's id.

Create lead

Create lead

Create a new lead to capture a potential client.

Create expense

Create expense

Create an expense in Contractor+.

Request a new Action for Document360

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Document360 and contractor plus?

To start, connect both your Document360 and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in contractor plus (or vice versa).

Can we customize how data from Document360 is recorded in contractor plus?

Absolutely. You can customize how Document360 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.

How often does the data sync between Document360 and contractor plus?

The data sync between Document360 and contractor plus typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Document360 to contractor plus?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Document360 and contractor plus?

Yes, you can set conditional logic to control the flow of data between Document360 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.

Document360

About Document360

Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.

Learn More
contractor plus

About contractor plus

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

Learn More