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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
New task created.
New Task Updated
New task updated
New Invoice
Trigger when new invoice is created
Invoice Updated
Trigger when new invoice is created
New deal
Trigger when new deal is created.
Updated Deal
Trigger when new deal is updated.
Do thisActions
Action is the task that follows automatically within your Document360 integrations.
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
Create Company
Creates company
Create Booking
Creates a new booking.
Create Project
Create a new project.
Create Contact
Creates contact.
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Frequently Asked Questions
To start, connect both your Document360 and Productive.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Productive.io (or vice versa).
Absolutely. You can customize how Document360 data is recorded in Productive.io. This includes choosing which data fields go into which fields of Productive.io, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and Productive.io 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 Document360 and Productive.io. 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 Document360
Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.
Learn MoreAbout Productive.io
Productive is a project management tool that includes everything you need to run a profitable agency.
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