
When this happens...
New Company
New Contact

Automatically do this!
Create User
Create user note
Archive users
Create jobs
Clock IN
Clock Out
Create Task
Get schedulers
Get custom fields
Get smart groups
Get indicators
Get task boards
Get publishers
Get conversations
Get jobs
Get time clocks
Get policy types
Get forms
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new company is add in your account.
Triggers when a new contact is created.
Triggers when a new user is created.
Triggers when an existing user updated.
Triggers when user was archived in the system.
Triggers when user was restored from archived .
Action is the task that follows automatically within your Productlane integrations.
Creates a new Note on Productlane.
Creates a new contact.
Create's a new company in your account.
Delete a specific company by its id.
Creates a new segment.
Deletes a specific contact by ID from the contact list.

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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 Productlane and Connecteam accounts to viaSocket. Once connected, you can set up a workflow where an event in Productlane triggers actions in Connecteam (or vice versa).
Absolutely. You can customize how Productlane data is recorded in Connecteam. This includes choosing which data fields go into which fields of Connecteam, setting up custom formats, and filtering out unwanted information.
The data sync between Productlane and Connecteam 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 Productlane and Connecteam. 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.
Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.
Learn MoreConnecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.
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