Builder Prime + Contractor+

Create client records in Builder Prime for new leads in Contractor+

When a new lead appears in Contractor+, seamlessly transfer that information to Builder Prime, creating a fresh client record. This automation simplifies your process, making sure each lead is promptly noted in your prime construction records without you manually entering data, saving you valuable time to focus on lead conversion. Harness the power of this workflow to streamline your operations and improve database accuracy.

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ActionWrite

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Supported triggers and actions

- State
Trigger
Polling
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Client List
Triggers when client list is requested.
Trigger
Polling
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Create Estimate
Creates a new estimate and formats it for Excel sheet export.
Trigger
Instant
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Create Expense
Creates a new expense and formats it for Excel sheet export.
Trigger
Instant
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Get All Payment Modes
Triggers when Payment Modes are requested.
Trigger
Polling
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Invoice List
Triggers when invoices are requested.
Trigger
Polling
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Lead Sources List
Triggers when lead sources are requested.
Trigger
Polling
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Staff List
Triggers when staff list is requested.
Trigger
Polling
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- Task Type
Trigger
Polling
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- Salutation
- First NameRequired
- Last Name
- Client TypeRequired
- Lead
- Is Client Tax Exempt
- Tax Exemption Number
- Billing Address Street
- Billing Address Street 2
- Billing Country
- Billing Country Name
- Billing Address State ID
- Billing Address State
- Billing Address City
- Billing Address Zip Code
- Property Address Same as Billing Address
- Property Tenant Phone
- Property Tenant Phone Code
- Property Tenant Name
- Property Tenant Email
- Gate Code
- Lockbox Code
- Phone Code
- Phone Number
- Phone Type
- Phone is Primary
- Email Address
- Email Type
- Email is Primary
Action
Write
- Expense TitleRequired
- Expense ForRequired
- Expense Description
- Payment Method
- Reference #
- Expense Category IDRequired
- Reimburse To
- AmountRequired
- Total Expense Amount
- Expense DateRequired
- Property Street 1
- Property Street 2
- Property Country
- Property State
- Property City
- Property Zip
- Is Tax Included
- Taxes
Action
Write
- Lead TypeRequired
- Salutation
- First NameRequired
- Last Name
- DescriptionRequired
- Lead StatusRequired
- Source
- Address
- Address 2
- Country
- State
- City
- Zip
- Staff
- ISD Code
- Phone Type
- Phone Number
- Is Primary Phone Number
- Email Address
- Email Type
- Is Primary Email Address
Action
Write
- Work Order TitleRequired
- Work Order DateRequired
- Client IDRequired
- Property IDRequired
- Property Street 1Required
- Property Street 2
- Property CityRequired
- StateRequired
- State IdRequired
- CountryRequired
- Property ZipRequired
- Client Note
- Admin Note
- Terms & Conditions
- Schedule Date
- Show Delegate Work Order
- Delegate To
- Schedule Type
- Is Any Time
- Number of Line Items
Action
Write

Create Client
Creates a new client.
Trigger
Instant
Try It
Countries
Triggers when countries are requested.
Trigger
Polling
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Expense Categories
Triggers when expense categories are requested.
Trigger
Polling
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Get Leads
Triggers when leads are requested.
Trigger
Polling
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Create Invoice
Creates a new invoice and formats it for Excel sheet export.
Trigger
Instant
Try It
Create Lead
Creates a new lead and formats it for Excel sheet export.
Trigger
Instant
Try It
Lead Statuses
Triggers when lead statuses are requested.
Trigger
Polling
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- Country
Trigger
Polling
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Create Work Order
Creates a new work order and formats it for Excel sheet export.
Trigger
Instant
Try It
- TitleRequired
- ClientRequired
- PropertyRequired
- Property Street 1Required
- Property Street 2
- Property CityRequired
- Property ZipRequired
- StateRequired
- State IdRequired
- CountryRequired
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing CityRequired
- Billing State IdRequired
- StateRequired
- Billing ZipRequired
- Billing CountryRequired
- Estimate DateRequired
- Estimate Doesn't Expire?
- Expiration Date
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- Number of Line Items
- Discount TypeRequired
- Discount ModeRequired
- Discount (%)
- Discount Total ($)
- My Signature
- Client Signature
- Term Contract
- Client Note
- Admin Note
- Request Deposit Percent
- Request Deposit Type
- Request Deposit Total
- Request Deposit Date
- Show Payment Deposit in Contract
Action
Write
- TitleRequired
- ClientRequired
- PropertyRequired
- Property Street 1Required
- Property Street 2
- Property CityRequired
- Property ZipRequired
- StateRequired
- State IdRequired
- CountryRequired
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing CityRequired
- Billing State IdRequired
- StateRequired
- Billing ZipRequired
- Billing CountryRequired
- Invoice DateRequired
- Payment Due DateRequired
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- PO NumberRequired
- Number of Line Items
- Discount TypeRequired
- Discount Percentage TypeRequired
- Discount
- Discount Total
- My Signature
- Client Signature
- Term Contract
- Client Note
- Admin Note
- Show Payment Deposit in Contract
- Request Deposit Type
- Request Deposit Percent
- Request Deposit Total
- Request Deposit Date
Action
Write
- Client IDRequired
- Property Tenant Name
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Country
- State ID
- State
- CityRequired
- Street 1Required
- Street 2
- Zip CodeRequired
- Lockbox Code
- Gate Code
Action
Write
- First Name
- Last Name
- Email Address
- Company Name
- Lead StatusRequired
- Lead Source
- Interested In
- Class
- Mobile Phone
- Home Phone
- Work Phone
- Address Line 1
- Address Line 2
- City
- State
- Zip / Postal Code
- Best Time to Contact
- Preferred Contact Method
- External System Identifier
- Building Type
- Notes
Action
Write

About Builder Prime

Builder Prime is a CRM, estimating, scheduling, and production management app for contractors

Learn more

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Contractor+

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

Related categories

Scheduling & Booking

Builder Prime + Contractor+

Create client records in Builder Prime for new leads in Contractor+

Supported triggers and actions

Cities by State

Client List

Create Estimate

Create Expense

Get All Payment Modes

Invoice List

Lead Sources List

Staff List

Unit List

Create Client

Create Expense

Create Lead

Create Work Order

Create Client

Countries

Expense Categories

Get Leads

Create Invoice

Create Lead

Lead Statuses

States by Country

Create Work Order

Create Estimate

Create Invoice

Create Property

Create Client Record

About Builder Prime

Related categories

Similar apps

Zapier Forms

About Contractor+

Related categories