Integrations Productive.io client diary
Productive.io + client diary

Connect Productive.io and client diary to Build Intelligent Automations

Choose a Trigger

Productive.io

When this happens...

Choose an Action

client diary

Automatically do this!

Enable Integrations or automations with these events of Productive.io and client diary

Enable Integrations or automations with these events of Productive.io and client diary

Triggers

New Task

New Task

New task created.

New Task Updated

New Task Updated

New task updated

New Invoice

New Invoice

Trigger when new invoice is created

Invoice Updated

Invoice Updated

Trigger when new invoice is created

New deal

New deal

Trigger when new deal is created.

Updated Deal

Updated Deal

Trigger when new deal is updated.

Actions

Create Company

Create Company

Creates company

Create Booking

Create Booking

Creates a new booking.

Create Project

Create Project

Create a new project.

Create Contact

Create Contact

Creates contact.

Find Company

Find Company

Finds an existing company by company name

Find User

Find User

Finds an existing user by email

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Frequently Asked Questions

How do I start an integration between Productive.io and client diary?

To start, connect both your Productive.io and client diary accounts to viaSocket. Once connected, you can set up a workflow where an event in Productive.io triggers actions in client diary (or vice versa).

Can we customize how data from Productive.io is recorded in client diary?

Absolutely. You can customize how Productive.io data is recorded in client diary. This includes choosing which data fields go into which fields of client diary, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Productive.io and client diary?

The data sync between Productive.io and client diary typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Productive.io to client diary?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Productive.io and client diary?

Yes, you can set conditional logic to control the flow of data between Productive.io and client diary. 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.

Productive.io

About Productive.io

Productive is a project management tool that includes everything you need to run a profitable agency.

Learn More
client diary

About client diary

Client Diary is a booking & business management app to deliver an exceptional client experience with appointments management and drive your business.

Learn More