Connect Leexi and contractor plus to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 Leexi integrations.
Create a Meeting Event
Create a meeting event.
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 Leexi and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in Leexi triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how Leexi 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 Leexi 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 Leexi 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 Leexi
Leexi is an advanced AI-powered platform designed to enhance productivity and streamline workflows through intelligent automation and data analysis. It leverages cutting-edge artificial intelligence to provide insights and automate tasks, making it an essential tool for businesses looking to optimize their operations.
Learn MoreAbout contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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