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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Updated Deal
Trigger when new deal is updated.
Do thisActions
Action is the task that follows automatically within your Workiom integrations.
Create Record
Create new record in a 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 Workiom and Productive.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Workiom triggers actions in Productive.io (or vice versa).
Absolutely. You can customize how Workiom 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 Workiom 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 Workiom 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 Workiom
Workiom is a versatile platform designed to streamline and enhance productivity by offering tools for task management, project collaboration, and workflow automation. It provides users with the ability to customize their workspace, integrate with various applications, and manage projects efficiently.
Learn MoreAbout Productive.io
Productive is a project management tool that includes everything you need to run a profitable agency.
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