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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Attendee
Triggers when a new attendee registers for your HeySummit event.
New Talk Attendeee
Triggers when a new attendee registers for a Talk within your HeySummit Event.
Ticket Purchased
runs when new attendee registers
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 HeySummit integrations.
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 HeySummit and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in HeySummit triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how HeySummit 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 HeySummit 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 HeySummit 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 HeySummit
HeySummit is a platform to help you increase engagement, conversions and revenue for your online summits.
Learn MoreAbout contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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