
When this happens...

Automatically do this!
Create lead
Create expense
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When this happensTriggers
A trigger is an event that starts a workflow.
runs when new lead is created
runs when new client is added
runs when new invoice is created
Action is the task that follows automatically within your GoToMeeting integrations.
Get details of all upcoming meetings
Deletes a specific meeting by meeting id.
Returns a host URL that can be used to start a meeting. When this URL is opened in a web browser, the GoTo Meeting client will be downloaded and launched and the meeting will start. The end user is not required to login to a client.
Creates a scheduled meeting in your account.
Create a new lead to capture a potential client.
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.
To start, connect both your GoToMeeting and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in GoToMeeting triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how GoToMeeting 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 GoToMeeting 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 GoToMeeting 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.
GoToMeeting is a professional online meeting software that makes it easy to connect with people from anywhere in the world. It offers high-quality video conferencing, screen sharing, and collaboration tools to enhance productivity and communication.
Learn MoreContractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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