Enable Integrations or automations with these events of upfluence and contractor plus
runs when new lead is created
runs when new client is added
runs when new invoice is created
Create a new lead to capture a potential client.
Create an expense in Contractor+.
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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 upfluence and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in upfluence triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how upfluence 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 upfluence 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 upfluence 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.
Upfluence is an influencer platform that lets you identify organic influencers in your own customer base & website audience. Collect social data when visitors are browsing your site or during checkout and analyze their social data.
Learn MoreContractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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