Connect ProductPlan and contractor plus to Build Intelligent Automations
Choose a Trigger
When this happens...
New Bar Appears on Roadmap
Roadmap Is Updated
Roadmap Bar Is Updated
Choose an Action
Automatically do this!
Create lead
Create expense
Ready to use ProductPlan and contractor plus automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Bar Appears on Roadmap
Runs when New Bar Appears on Roadmap
Roadmap Is Updated
Runs when roadmap is updated
Roadmap Bar Is Updated
Runs when roadmap bar is updated
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 ProductPlan integrations.
Create New Bar
Add a new bar to your roadmap.
Get Roadmap Bars
Get all bars for a roadmap.
Update Bar
Update a roadmap bar by ID.
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 ProductPlan and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in ProductPlan triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how ProductPlan 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 ProductPlan 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 ProductPlan 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 ProductPlan
Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
Learn MoreAbout contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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