Contractor+ + VoIPstudio

Contractor+ + VoIPstudio integrations

Create new Contractor+ clients when calls are connected in VoIPstudio

Connect with your clients more efficiently with this streamlined workflow. As soon as a call is connected in VoIPstudio, a new client will be immediately created in the Contractor+ app. This eliminates manual data entry and provides an efficient, smooth transition ensuring you never miss out on valuable client details from your phone conversations. This automation helps enhance your client management process.

When this happens...
Call ConnectedTriggers when a new call is successfully connected.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with VoIPstudio and Contractor+

Discover other triggers and actions you can use with VoIPstudio and Contractor+

Call Connected
Triggers when a new call is successfully connected.
Trigger
Instant
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Call Tracking
Triggers when call associated with Call Tracking campaign visits is finished.
Trigger
Polling
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DTMF Received
Triggers when there is a new received DTMF.
Trigger
Instant
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- All Users?
Trigger
Polling
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New CDR
Triggers when a new Call Detail Record is created.
Trigger
Polling
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New Voicemail
Triggers when a new voicemail is created.
Trigger
Polling
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- Group name
  Required
- First name
  Required
- Last name
  Required
- E-mail address
- Phone number
- Speed dial phone number
- Mobile
- Speed dial mobile
- Notes
- Is global?
Action
Write

- Caller ID
  Required
- To
  Required
- Text to speach
Action
Write
- From
- To
  Required
- Message
  Required
Action
Write
- 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 Name
  Required
- Last Name
- Client Type
  Required
- 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 Title
  Required
- Expense For
  Required
- Expense Description
- Payment Method
- Reference #
- Expense Category ID
  Required
- Reimburse To
- Amount
  Required
- Total Expense Amount
- Expense Date
  Required
- Property Street 1
- Property Street 2
- Property Country
- Property State
- Property City
- Property Zip
- Is Tax Included
- Taxes
Action
Write
- Lead Type
- Salutation
- First Name
  Required
- Last Name
- Description
- Lead Status
- 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 Title
  Required
- Work Order Date
  Required
- Client ID
  Required
- Property ID
  Required
- Property Street 1
  Required
- Property Street 2
- Property City
  Required
- State
  Required
- State Id
  Required
- Country
  Required
- Property Zip
  Required
- 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

Call Ended
Triggers when call is finished.
Trigger
Instant
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Call Tracking With Metadata
Triggers when call associated with Call Tracking campaign visits is updated with metadata.
Trigger
Polling
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Missed Call
Triggers when there is a new missed call.
Trigger
Instant
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- All Calls?
Trigger
Polling
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New CDR With Metadata
Triggers when a new Call Detail Record with Metadata is created.
Trigger
Polling
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SMS Received
Triggers when there is a new received SMS.
Trigger
Instant
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- To
  Required
Action
Write
- From
  Required
- To
  Required
Action
Write
- Do Not Disturb
- Call Waiting
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
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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
- Title
  Required
- Client
  Required
- Property
  Required
- Property Street 1
  Required
- Property Street 2
- Property City
  Required
- Property Zip
  Required
- State
  Required
- State Id
  Required
- Country
  Required
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing City
  Required
- Billing State Id
  Required
- State
  Required
- Billing Zip
  Required
- Billing Country
  Required
- Estimate Date
  Required
- Estimate Doesn't Expire?
- Expiration Date
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- Number of Line Items
- Discount Type
  Required
- Discount Mode
  Required
- 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
- Title
  Required
- Client
  Required
- Property
  Required
- Property Street 1
  Required
- Property Street 2
- Property City
  Required
- Property Zip
  Required
- State
  Required
- State Id
  Required
- Country
  Required
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing City
  Required
- Billing State Id
  Required
- State
  Required
- Billing Zip
  Required
- Billing Country
  Required
- Invoice Date
  Required
- Payment Due Date
  Required
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- PO Number
  Required
- Number of Line Items
- Discount Type
  Required
- Discount Percentage Type
  Required
- 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 ID
  Required
- Property Tenant Name
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Country
- State ID
- State
- City
  Required
- Street 1
  Required
- Street 2
- Zip Code
  Required
- Lockbox Code
- Gate Code
Action
Write

About Contractor+

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

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Related categories

Scheduling & Booking

About VoIPstudio

VoIPstudio is a VoIP phone service that offers businesses of all sizes a scalable communication solution. Our business phone systems are inexpensive, reliable, easy-to-use, offers a full suite of PBX features and is fully integrated for CRM.

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Related categories

Phone & SMS