Connect Productive.io and Solve CRM 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!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Ready to use Productive.io and Solve CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Productive.io integrations.
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 Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Productive.io triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how Productive.io data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Productive.io and Solve CRM 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 Solve CRM. 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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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