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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 Leadzen.ai integrations.
Get credits availability of 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 Leadzen.ai and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadzen.ai triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how Leadzen.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 Leadzen.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 Leadzen.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.
Leadzen.ai is a powerful tool designed to streamline and enhance your lead generation process. By leveraging advanced AI algorithms, it helps businesses identify and connect with potential customers more efficiently. Whether you're looking to expand your customer base or improve your sales pipeline, Leadzen.ai provides the insights and data you need to succeed.
Learn MoreContractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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