
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 Lead Tag
Create Campaign
Create Topic
Add Leads in Existing List
Add New List and Leads
Assign Tag to Lead
Subscribe Lead to Mailing List
Schedule Campaign
Send Campaign
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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To start, connect both your Productive.io and Zoho Marketing Automation accounts to viaSocket. Once connected, you can set up a workflow where an event in Productive.io triggers actions in Zoho Marketing Automation (or vice versa).
Absolutely. You can customize how Productive.io data is recorded in Zoho Marketing Automation. This includes choosing which data fields go into which fields of Zoho Marketing Automation, setting up custom formats, and filtering out unwanted information.
The data sync between Productive.io and Zoho Marketing Automation 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 Zoho Marketing Automation. 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 MoreZoho Marketing Automation is a comprehensive platform designed to streamline and enhance your marketing efforts. It offers a suite of tools for automating marketing campaigns, managing leads, and analyzing performance to optimize marketing strategies.
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