Integrate Insightly with Productive
Send information between Insightly and Productive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Productive each time a new task is created in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Productive every time a new task is added in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Productive.
Create a new task in Productive each time a new task is created in Insightly
Insightly + Productive
Create an event in Insightly when a new task is set up in Productive
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly when a new task is set up in Productive.
How it works
- The flow triggers when a new task is created in Productive.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a new task is set up in Productive
Productive + Insightly
Set up a new project in Productive each time a new project is initiated in Insightly
Reduce discrepancies between relationship management software and project management tool by auto-syncing project details. This flow will initiate a new project in Productive when a new project is established in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Productive.
Set up a new project in Productive each time a new project is initiated in Insightly
Insightly + Productive
Build your own integrations between Insightly and Productive
Connect Insightly and Productive with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and Productive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
Booking created
Triggers when a new booking is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is added
Task created
Triggers when a new task is created
Contract created
Triggers when a new contract is created
All Actions - Actions are the automated tasks
Create Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
Create contract
Creates a new contract
Create booking
Creates a new booking
Create task
Creates a new task
Create deal
Creates a new deal
Create project
Creates a new project
Create contact
Creates a new contact
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update contract
Updates the details of an existing contract
Update deal
Updates the details of an existing deal
Update booking
Updates the details of an existing booking
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID
Fetch contract
Fetches the details of an existing contract using ID
Fetch company
Fetches the details of an existing company using name
Fetch project
Fetches the details of an existing project using project ID
Fetch people
Fetches the details of the specified people
Fetch deal
Fetches the details of an existing deal using ID
Fetch booking
Fetches the details of an existing booking using ID
Fetch task
Fetches the details of an existing task using task ID
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
What is Productive?
Productive is a project management tool that includes everything you need to run a profitable agency
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
