Connect Productlane and pex to Build Intelligent Automations

Choose a Trigger

Productlane

When this happens...

Choose an Action

pex

Automatically do this!

Enable Integrations or automations with these events of Productlane and pex

Enable Integrations or automations with these events of Productlane and pex

Triggers

New Company

New Company

Trigger when new company is add in your account.

New Contact

New Contact

Triggers when a new contact is created.

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Actions

Create Note

Create Note

Creates a new Note on Productlane.

Create Contact

Create Contact

Creates a new contact.

Create Company

Create Company

Create's a new company in your account.

Delete Company

Delete Company

Delete a specific company by its id.

Create Segment

Create Segment

Creates a new segment.

Delete Contact

Delete Contact

Deletes a specific contact by ID from the contact list.

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Frequently Asked Questions

How do I start an integration between Productlane and pex?

To start, connect both your Productlane and pex accounts to viaSocket. Once connected, you can set up a workflow where an event in Productlane triggers actions in pex (or vice versa).

Can we customize how data from Productlane is recorded in pex?

Absolutely. You can customize how Productlane data is recorded in pex. This includes choosing which data fields go into which fields of pex, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Productlane and pex?

The data sync between Productlane and pex typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Productlane to pex?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Productlane and pex?

Yes, you can set conditional logic to control the flow of data between Productlane and pex. 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

About Productlane

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.

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pex

About pex

PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.

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