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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
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 Systeme.io integrations.
Assign a Tag to a Contact
Assigns a Tag to a Contact.
Create/Update a Contact
Create or Update contact by Email.
Search Contact by Email
Get a contact by email.
Grant access to course
Grants access to a existing course.
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 Systeme.io and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in Systeme.io triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how Systeme.io 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 Systeme.io 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 Systeme.io 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 Systeme.io
Systeme.io is an all-in-one marketing platform designed to help entrepreneurs and small businesses manage and automate their online marketing efforts. It offers a range of tools including sales funnels, email marketing, online courses, and membership sites, all integrated into a single platform to streamline business operations and enhance productivity.
Learn MoreAbout contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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