
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

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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

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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 Luma AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Productive.io triggers actions in Luma AI (or vice versa).
Absolutely. You can customize how Productive.io data is recorded in Luma AI. This includes choosing which data fields go into which fields of Luma AI, setting up custom formats, and filtering out unwanted information.
The data sync between Productive.io and Luma AI 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 Luma AI. 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 MoreLumalabs AI is a cutting-edge platform that leverages artificial intelligence to provide innovative solutions for various industries. It focuses on enhancing productivity, automating processes, and delivering intelligent insights to drive business growth.
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