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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 Rootly integrations.
Create Incident
Creates Incident.
Create Pulse
Creates a Pulse.
Create Alert
Creates a new alert
Create lead
Create a new lead to capture a potential client.
Create expense
Create an expense in Contractor+.
Know More About Rootly and Contractor Plus Integrations
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Frequently Asked Questions
To start, connect both your Rootly and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in Rootly triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how Rootly 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 Rootly 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 Rootly 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 Rootly
Rootly is an incident management platform that helps teams efficiently respond to and resolve incidents. It offers features like automation, incident tracking, and real-time collaboration to improve the incident response process.
Learn MoreAbout contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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