Connect PDF Generator and contractor plus to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for PDF Generator
Choose an Action
Automatically do this!
Create lead
Create expense
Ready to use PDF Generator and contractor plus 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 PDF Generator integrations.
Convert HTML to PDF
Convert raw HTML content into a PDF and return the file URL and page count.
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 PDF Generator and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in PDF Generator triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how PDF Generator 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 PDF Generator 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 PDF Generator 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 PDF Generator
APDF.io is a powerful tool for creating and managing PDF documents with ease. It offers a range of features to convert, edit, and organize PDFs, making it ideal for businesses and individuals who need efficient document handling.
Learn MoreAbout contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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