Connect Contractors Cloud to iFOLIO Cloud and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Select a trigger from Contractors Cloud
A trigger is an event that starts your Zap and runs the workflow. For example, with Contractors Cloud, a trigger could be "New Record."
Setup an action from iFOLIO Cloud
An action is what takes place after the automation is triggered. For example, with iFOLIO Cloud, the action could be "Send Digital Business Card."
That’s it! You just connected Contractors Cloud to iFOLIO Cloud
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Connect Contractors Cloud and iFOLIO Cloud to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Record
Triggers when a new import record is created.
Try It - First Name
- Last Name
- Account Name
- Street Address
- City
- State
- Zip Code
- Date
- Project Number
- Email Address
- Phone Number
- Phone (alternate)
- Project Name
- Latitude
- Longitude
- Event ID
- Lead Source ID
- Lead Source
- Rep. Name
- Status Name
- Note 1
- Note 2
- Note 3
- Note 4
- UserRequired
- iFOLIO IDRequired
- Contact Name
- Contact Email Address
- Contact Phone Number
- Contact Company
- Message Type
- Signature Type
- Notify When Viewed
- Contact Email Address
- Status
Try It- User EmailRequired
- Contact Name
- Contact Email Address
- Contact Phone Number
- Contact Company
- Message Type
- Signature Type
- Notify When Viewed
- UserRequired
- Ifolio_nameRequired
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