Integrations Insighto.ai contractor plus
Insighto.ai + contractor plus

Connect Insighto.ai and contractor plus to Build Intelligent Automations

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Insighto.ai

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contractor plus

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created.

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

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Do thisActions

Action is the task that follows automatically within your Insighto.ai integrations.

Create Contact

Create Contact

Creates a Contact in the system.

Add Text Blob Into Data Source

Add Text Blob Into Data Source

Adds a text blob into an existing Data Source.

Create lead

Create lead

Create a new lead to capture a potential client.

Create expense

Create expense

Create an expense in Contractor+.

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Frequently Asked Questions

How do I start an integration between Insighto.ai and contractor plus?

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

Can we customize how data from Insighto.ai is recorded in contractor plus?

Absolutely. You can customize how Insighto.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.

How often does the data sync between Insighto.ai and contractor plus?

The data sync between Insighto.ai 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 Insighto.ai 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 Insighto.ai and contractor plus?

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

Insighto.ai

About Insighto.ai

Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows

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contractor plus

About contractor plus

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

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