Connect Worksection and contractor plus to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Project Task
New Comment in Task
Task Completed in Project
Choose an Action
Automatically do this!
Create lead
Create expense
Ready to use Worksection and contractor plus automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Project Task
Retrieve tasks created within a recent time window for the selected project.
New Comment in Task
Detects new comments added to a selected task in a project and returns their details.
Task Completed in Project
Return tasks from the selected project that were marked done within the specified recent time period.
new lead is created
runs when new lead is created
new client is added
runs when new client is added
Do thisActions
Action is the task that follows automatically within your Worksection integrations.
Create Project
Adds a new project into your account.
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 Worksection and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in Worksection triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how Worksection 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 Worksection 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 Worksection 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 Worksection
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
Learn MoreAbout contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
Learn More
