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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Response
Triggers when a survey has a new response.
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.
Do thisActions
Action is the task that follows automatically within your SmartSurvey integrations.
Create Contact
Creates a contact within a contact list.
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
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Frequently Asked Questions
To start, connect both your SmartSurvey and Productive.io accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSurvey triggers actions in Productive.io (or vice versa).
Absolutely. You can customize how SmartSurvey 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.
The data sync between SmartSurvey and Productive.io 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 SmartSurvey 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.
About SmartSurvey
SmartSurvey is an online survey tool that allows users to create, distribute, and analyze surveys easily. It provides a range of templates and customization options to gather valuable insights and feedback from respondents.
Learn MoreAbout Productive.io
Productive is a project management tool that includes everything you need to run a profitable agency.
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