
When this happens...
New Idea Posted
New Message Posted
New Comment Is Posted to a Task

Automatically do this!
Create lead
Create expense
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new idea is posted in a specific channel.
Runs when a new message is posted in the selected channel.
Runs when a new comment is posted to a specific task.
runs when new lead is created
runs when new client is added
runs when new invoice is created
Action is the task that follows automatically within your Swit integrations.
Creates a new channel in the selected workspace.
Post an idea to a chosen channel.
Posts a message to the selected channel.
Creates a new project in the selected workspace.
Adds a new task to the project you choose.
Adds a comment to a selected task.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Swit and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in Swit triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how Swit 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 Swit 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 Swit 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.
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
Learn MoreContractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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