Connect Contractors Cloud to ChatGPT

Windsor.ai gives access to 355 Contractors Cloud fields. These are the groups; the Contractors Cloud field reference lists all of them:

• Projects: Project Display Name, Project Number, Project Status ID, Project Primary Rep Name, Project Percent Completed, Project Created At, Project Sale Closed At, Project Completed At.
• Project financials: Project Financials Sold Amount, Project Financials Revenue Amount, Project Financials Total Paid Amount, Project Financials Balance Amount, Project Expenses Total Amount, Project Is In Collections.
• Leads and lead sources: Lead ID, Lead Status, Lead Received At, Lead Connection Name, Lead Connection Lead Source Name, Lead Connection Lead Source Cost.
• Appointments: Appointment Title, Appointment Starts At, Appointment Ends At, Appointment Result ID, Appointment Address City.
• Tasks: Task Subject, Task Assignee Name, Task Due At, Task Is Complete, Task Is High Priority.
• Customers, contacts and teams: Customer Account Name, Customer Account Type, Contact First Name, Contact Last Name, Contact Active Status, Team Name, Storm Name.
• Date and account: Date, Week, Month, Account Name, Account ID.

These prompts name the fields to use, so the answer comes back on your own records:

• List projects with a Project Financials Balance Amount above 0, with Project Display Name, Project Primary Rep Name and Project Financials Total Paid Amount, largest balance first.

• Sum Project Financials Sold Amount for projects with a Project Sale Closed At in the last 30 days, by Project Primary Rep Name.

• How many leads did we receive in the last 30 days? Count Lead ID by Lead Status and by week of Lead Received At.

• Show open tasks with a Task Due At that has passed, with Task Subject, Task Assignee Name and Task Is High Priority.

No. The Contractors Cloud connector is read-only. ChatGPT can read your Contractors Cloud records through Windsor.ai and cannot create, edit or delete anything in Contractors Cloud. The write actions list shows the sources Windsor.ai can make changes in.

Yes. Contact and customer account records can include Contact Email, Contact Phone Cell, Contact Address Street, Customer Account Primary Email and Customer Account Primary Phone Cell. Pick only the fields you need when you set up a report or ask a question.

Yes. Windsor.ai supports 350+ data sources, so you can connect Contractors Cloud alongside tools such as Google Ads, Meta Ads or GA4 and ask about them together. For example, put Google Ads Spend and Clicks by Date next to the number of Contractors Cloud leads by Lead Received At, to see what each lead cost you.

No. Connect Contractors Cloud in Windsor.ai, add Windsor to ChatGPT, and sign in. After that you ask in plain language.

The free forever plan covers 1 data source, so connecting Contractors Cloud on its own costs nothing and needs no credit card. Combining Contractors Cloud with other sources needs a paid plan: $19/month for 3 sources or $99/month for 7. ChatGPT is billed separately by OpenAI. See the pricing page.

Yes. These are the resources to start with for the Contractors Cloud to ChatGPT integration:

• Contractors Cloud field reference
• ChatGPT integration documentation
• Windsor.ai connectors for ChatGPT
• AI prompt library by Windsor.ai