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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
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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.
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Create a new task in Productive each time a new task is created in Insightly
Insightly + Productive
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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.
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Create an event in Insightly when a new task is set up in Productive
Productive + Insightly
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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.
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Set up a new project in Productive each time a new project is initiated in Insightly
Insightly + Productive
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Build your own integrations between Insightly and Productive
Connect Insightly and Productive with over 800+ 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
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New Project
Triggers when a new project is created
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New Task
Triggers when a new task is created
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New Lead
Triggers when a new lead is created
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
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New Organization
Triggers when a new organization is created
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Task created
Triggers when a new task is created
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Booking created
Triggers when a new booking is created
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Contact created
Triggers when a new contact is added
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Deal created
Triggers when a new deal is created
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Contract created
Triggers when a new contract is created
All Actions - Actions are the automated tasks
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Create Opportunity
Creates a new opportunity
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Create Event
Creates a new event
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Create Contact
Creates a new contact
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Create Task
Creates a new task
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Create Project
Creates a new project
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Create Lead
Creates a new lead
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Create Organization
Creates a new organization
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Create contract
Creates a new contract
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Create task
Creates a new task
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Create contact
Creates a new contact
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Create project
Creates a new project
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Create booking
Creates a new booking
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Create deal
Creates a new deal
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Update contact
Updates the details of an existing contact
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Update booking
Updates the details of an existing booking
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Update task
Updates the details of an existing task
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Update project
Updates the details of an existing project
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Update deal
Updates the details of an existing deal
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Update contract
Updates the details of an existing contract
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Fetch contact
Fetches the details of an existing contact using ID
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Fetch project
Fetches the details of an existing project using project ID
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Fetch company
Fetches the details of an existing company using name
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Fetch people
Fetches the details of the specified people
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Fetch task
Fetches the details of an existing task using task ID
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Fetch booking
Fetches the details of an existing booking using ID
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Fetch contract
Fetches the details of an existing contract using ID
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Fetch deal
Fetches the details of an existing deal using 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
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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