Integrate Zoho Invoice with Productive

Send information between Zoho Invoice and Productive automatically, without writing any code, using Zoho Flow.

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Set up a new project in Productive each time a new project is initiated in Zoho Invoice

Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Productive whenever a new project is created in Zoho Invoice.

How it works
  1. The flow triggers when a new project is created in Zoho Invoice.
  2. Zoho Flow creates a new project in Productive.
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Set up a new project in Productive each time a new project is initiated in Zoho Invoice

Zoho Invoice + Productive

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Create a new contact in Zoho Invoice whenever a new contact is created in Productive

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Zoho Invoice each time a new contact is created in Productive.

How it works
  1. The flow triggers when a new contact is added in Productive.
  2. Zoho Flow creates a new contact in Zoho Invoice.
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Create a new contact in Zoho Invoice whenever a new contact is created in Productive

Productive + Zoho Invoice

Build your own integrations between Zoho Invoice and Productive

Connect Zoho Invoice and Productive with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho Invoice and Productive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Credit note updated

Triggers when the details of an existing credit note are updated

Project created

Triggers when a new project is created

Contact created

Triggers when a new contact is created

Project updated

Triggers when any detail of an existing project is updated

Invoice updated

Triggers when any detail of an existing invoice is updated

Payment updated

Triggers when any detail of an existing payment is updated

Estimate created

Triggers when a new estimate is created in the selected organization

Estimate updated

Triggers when any detail of an existing estimate is updated

Invoice created

Triggers when a new invoice is created

Contact updated

Triggers when any detail of an existing contact is updated

Payment received

Triggers when a new payment is received

Contact person created

Triggers when a new contact person is created for an existing contact

Timesheet updated

Triggers when the details of an existing timesheet are updated

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Timesheet created

Triggers when a new timesheet is created

Item created

Triggers when a new item is created in the selected organization

Credit note created

Triggers when a new credit note is created

Recurring expense created

Triggers when a new recurring expense is created

Item updated

Triggers when any detail of an existing item is updated

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

Send estimate

Sends an existing estimate to the specified recipients

Create contact

Creates a new contact

Create item

Creates a new item

Create timesheet

Creates a new timesheet entry

Create recurring expense

Creates a new recurring expense

Mark as primary contact person

Marks the specified contact person as the primary contact person for the company

Create contact person

Creates a new contact person for the selected contact

Start timer

Starts timer for the selected task

Create task

Creates a new task in the specified project

Add address for customer

Adds address details for an existing customer

Create recurring invoice

Creates a new recurring invoice

Create project

Creates a new project

Create invoice

Creates a new invoice

Send invoice

Sends an existing invoice to the specified recipients

Request payment information

Sends a payment information request to the specified email address

Create retainer invoice

Creates a new retainer invoice

Record payment

Records a payment for an existing invoice

Create estimate

Creates a new estimate

Send retainer invoice

Sends a retainer invoice to the specified email address

Stop timer

Stops the timer that is currently running

Create payment link

Creates a payment link

Update item

Updates the details of an existing item

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Update contact person

Updates the details of an existing contact person

Update timesheet

Updates the details of an existing timesheet

Update payment link

Updates the details of an existing payment link

Update estimate

Updates the details of an existing estimate

Update invoice

Updates the details of an existing invoice

Update project

Updates the details of an existing project

Update invoice status

Updates the status of an existing invoice

Fetch task

Fetches the details of an existing task by ID

Fetch user

Fetches the details of an existing user by ID, name, or email address

Fetch contact by display name

Fetches the details of an existing contact by display name

Fetch item by name

Fetches the details of an existing item by name

Fetch payment

Fetches the details of an existing payment

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch recurring expense

Fetches the details of an existing recurring expense

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch contact by email

Fetches the details of an existing contact by email

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch timesheet

Fetches the details of an existing timesheet by ID

Fetch item by SKU

Fetches the details of an existing item by SKU

Fetch estimate

Fetches the details of an existing invoice

Fetch item by ID

Fetches the details of an existing item by ID

Fetch public invoice payment link

Fetches the payment link for the specified invoice

Fetch project

Fetches the details of an existing project by ID

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 Zoho Invoice?

Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.

What is Productive?

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

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.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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

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