
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 Asset
Change Order Status
Find or Create Asset
Create a Lead
Create a Order
Create a Client
Find or Create Client
Create a Payment
List Tasks
List Inquiry Statuses
List Inquiry Types
List Inquiries
List Estimates
List Order Statuses
List Orders
List Invoice Statuses
List Invoices
List Warehouses
List Postings
List Assets
List Contacts
List Products
List Services
Get Company Settings
Get Locations
List Employees
Get Company Taxes
List Order/Estimate Types
Get Order/Estimate Custom Fields
Add Invoice Comment
Add Lead Comment
Add Order Comment
Add Task Comment
Changing Order Status
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 RemOnline accounts to viaSocket. Once connected, you can set up a workflow where an event in Productive.io triggers actions in RemOnline (or vice versa).
Absolutely. You can customize how Productive.io data is recorded in RemOnline. This includes choosing which data fields go into which fields of RemOnline, setting up custom formats, and filtering out unwanted information.
The data sync between Productive.io and RemOnline 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 RemOnline. 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 MoreRemOnline is a versatile, web-based platform designed to optimize and simplify various business operations. It provides powerful tools for managing customer relationships, tracking inventory, and overseeing sales processes, making it an ideal solution for businesses across different industries. Whether you're in retail, service-oriented sectors, or any field that requires efficient operations management, RemOnline offers a seamless approach to improving workflow, boosting productivity, and enhancing customer satisfaction. With its user-friendly interface and comprehensive features, the platform enables businesses to manage tasks more effectively and scale their operations with ease.
Learn More