Integrations Signaturely contractor plus
Signaturely + contractor plus

Connect Signaturely and contractor plus to Build Intelligent Automations

Choose a Trigger

Signaturely

When this happens...

Choose an Action

contractor plus

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

new lead is created

new lead is created

runs when new lead is created

new client is added

new client is added

runs when new client is added

new invoice is created

new invoice is created

runs when new invoice is created

Request a new Trigger for Signaturely

Do thisActions

Action is the task that follows automatically within your Signaturely integrations.

Create Folder

Create Folder

This action creates a new folder.

Search Document

Search Document

Search your documents.

Rename Document

Rename Document

This action rename the document.

Delete Document

Delete Document

This action deletes the document.

Create signing request

Create signing request

Create a signature request from a selected template with a title and optional message; supports test mode.

Create lead

Create lead

Create a new lead to capture a potential client.

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Frequently Asked Questions

How do I start an integration between Signaturely and contractor plus?

To start, connect both your Signaturely and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in Signaturely triggers actions in contractor plus (or vice versa).

Can we customize how data from Signaturely is recorded in contractor plus?

Absolutely. You can customize how Signaturely 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.

How often does the data sync between Signaturely and contractor plus?

The data sync between Signaturely and contractor plus typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Signaturely to contractor plus?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Signaturely and contractor plus?

Yes, you can set conditional logic to control the flow of data between Signaturely 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.

Signaturely

About Signaturely

Signaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.

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contractor plus

About contractor plus

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

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