Integrate Productive with Insightly
Send information between Productive and Insightly 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 Productive and Insightly
Connect Productive and Insightly with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Productive and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Booking created
Triggers when a new booking is created
Contact created
Triggers when a new contact is added
Deal created
Triggers when a new deal is created
Contract created
Triggers when a new contract is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Create contract
Creates a new contract
Create task
Creates a new task
Create contact
Creates a new contact
Create project
Creates a new project
Create booking
Creates a new booking
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update booking
Updates the details of an existing booking
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Update deal
Updates the details of an existing deal
Update contract
Updates the details of an existing contract
Fetch contact
Fetches the details of an existing contact using ID
Fetch project
Fetches the details of an existing project using project ID
Fetch company
Fetches the details of an existing company using name
Fetch people
Fetches the details of the specified people
Fetch task
Fetches the details of an existing task using task ID
Fetch booking
Fetches the details of an existing booking using ID
Fetch contract
Fetches the details of an existing contract using ID
Fetch deal
Fetches the details of an existing deal using ID
Create Opportunity
Creates a new opportunity
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create Organization
Creates a new organization
What is Productive?
Productive is a project management tool that includes everything you need to run a profitable agency
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