Connect PollPe and contractor plus to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Submitted
Choose an Action
Automatically do this!
Create lead
Create expense
Ready to use PollPe and contractor plus automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Form Submitted
Runs when form is submitted.
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 PollPe 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 PollPe and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in PollPe triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how PollPe 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 PollPe 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 PollPe 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 PollPe
PollPe is an innovative platform designed to create, distribute, and analyze polls and surveys with ease. It offers robust tools for gathering insights and feedback from your audience, making it ideal for businesses, educators, and researchers.
Learn MoreAbout contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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