Connect Workzappy and contractor plus to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Workzappy
Choose an Action
Automatically do this!
Create lead
Create expense
Ready to use Workzappy and contractor plus automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 Workzappy integrations.
New Task
Create a new task.
New Project
Create a new Project.
New Phase
Create a new phase(sprint) for your project
New Tag
Create a New tag.
Remove Task hold
Remove a specific Task.
Enable Organization User
Enable Organization User.
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Frequently Asked Questions
To start, connect both your Workzappy and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in Workzappy triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how Workzappy 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 Workzappy 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 Workzappy 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 Workzappy
Workzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.
Learn MoreAbout contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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