Connect proximity and contractor plus to Build Intelligent Automations
Enable Integrations or automations with these events of proximity and contractor plus
Enable Integrations or automations with these events of proximity and contractor plus
Triggers
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
Actions
Create lead
Create a new lead to capture a potential client.
Create expense
Create an expense in Contractor+.
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your proximity and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in proximity triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how proximity 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 proximity 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 proximity 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 proximity
Create a seamless experience with integrated reservations, meeting room management, building access, Wi-Fi control and guest management.
Learn MoreAbout contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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