Connect Productive.io and elements financial advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
New Task Updated
New Invoice
Invoice Updated
New deal
Updated Deal
New Budgets
Update Budgets
New Project
Updated Project
New Time Entry
New Time Entry Update
New Booking
Updated Booking
New Expense
Updated Expense
New Person
Updated Person
New Company
Updated Company
Archived Company
Choose an Action
Automatically do this!
- Request a new Action for elements financial advisor
Enable Integrations or automations with these events of Productive.io and elements financial advisor
Enable Integrations or automations with these events of Productive.io and elements financial advisor
Triggers
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.
Actions
Create Company
Creates company
Create Booking
Creates a new booking.
Create Project
Create a new project.
Create Contact
Creates contact.
Find Company
Finds an existing company by company name
Find User
Finds an existing user by email
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Frequently Asked Questions
To start, connect both your Productive.io and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Productive.io triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Productive.io data is recorded in elements financial advisor. This includes choosing which data fields go into which fields of elements financial advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Productive.io and elements financial advisor 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 Productive.io and elements financial advisor. 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 Productive.io
Productive is a project management tool that includes everything you need to run a profitable agency.
Learn MoreAbout elements financial advisor
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
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