
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

Automatically do this!
Create Record
Update Record
Delete Record/s
Create Table
List Team's
Update an Team
Delete Team
Find or Create Record
Create or Update Record
When this happensTriggers
A trigger is an event that starts a workflow.
New task created.
New task updated
Trigger when new invoice is created
Trigger when new invoice is created
Trigger when new deal is created.
Trigger when new deal is updated.
Action is the task that follows automatically within your Productive.io integrations.
Creates company
Creates a new booking.
Create a new project.
Creates contact.
Finds an existing company by company name
Finds an existing user by email

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Productive.io and Grist accounts to viaSocket. Once connected, you can set up a workflow where an event in Productive.io triggers actions in Grist (or vice versa).
Absolutely. You can customize how Productive.io data is recorded in Grist. This includes choosing which data fields go into which fields of Grist, setting up custom formats, and filtering out unwanted information.
The data sync between Productive.io and Grist 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 Grist. 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 is a project management tool that includes everything you need to run a profitable agency.
Learn MoreGrist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.
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