
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!
Enable Integrations or automations with these events of Productive.io and sansan
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.
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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To start, connect both your Productive.io and sansan accounts to viaSocket. Once connected, you can set up a workflow where an event in Productive.io triggers actions in sansan (or vice versa).
Absolutely. You can customize how Productive.io data is recorded in sansan. This includes choosing which data fields go into which fields of sansan, setting up custom formats, and filtering out unwanted information.
The data sync between Productive.io and sansan 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 sansan. 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 MoreSansan is a cloud based contact management system. Digitize your business cards with 99.9% accuracy and share the contact information with your colleagues. Save time and increase your business opportunities.
Learn More