Integrations Saleshandy Productive.io
Saleshandy + Productive.io

Connect Saleshandy and Productive.io to Build Intelligent Automations

Choose a Trigger

Saleshandy

When this happens...

Choose an Action

Productive.io

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

New task created.

New Task Updated

New Task Updated

New task updated

New Invoice

New Invoice

Trigger when new invoice is created

Invoice Updated

Invoice Updated

Trigger when new invoice is created

New deal

New deal

Trigger when new deal is created.

Updated Deal

Updated Deal

Trigger when new deal is updated.

Do thisActions

Action is the task that follows automatically within your Saleshandy integrations.

Create Prospect/Add Prospect to Sequence

Create Prospect/Add Prospect to Sequence

create prospects in saleshandy

Assign Prospect Tag

Assign Prospect Tag

Assign one or more existing or new tags to a prospect identified by email.

Mark Prospect Status

Mark Prospect Status

Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.

Create Company

Create Company

Creates company

Create Booking

Create Booking

Creates a new booking.

Create Project

Create Project

Create a new project.

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Frequently Asked Questions

How do I start an integration between Saleshandy and Productive.io?

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

Can we customize how data from Saleshandy is recorded in Productive.io?

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

How often does the data sync between Saleshandy and Productive.io?

The data sync between Saleshandy and Productive.io 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 Saleshandy to Productive.io?

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 Saleshandy and Productive.io?

Yes, you can set conditional logic to control the flow of data between Saleshandy and Productive.io. 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.

Saleshandy

About Saleshandy

With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.

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Productive.io

About Productive.io

Productive is a project management tool that includes everything you need to run a profitable agency.

Learn More