Productive.io and Salesflare

Project Management productive.io ↗

How to connect Productive.io

Via Zapier — 40 operations available. Set it up ↗

What you can automate

When new Booking in Productive.io, create meeting, then create call in Salesflare.
When new Company in Productive.io, find or create account in Salesflare.
When new Contact in Productive.io, find or create contact in Salesflare.
When new Deal in Productive.io, create opportunity in Salesflare.
When new Invoice in Productive.io, create opportunity, then find or create contact in Salesflare.
When new Task in Productive.io, create task in Salesflare.

About Productive.io

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

Productive.io operations on Zapier

Triggers (23)

Start a workflow when this happens

Booking Deleted — Triggers when Booking is deleted.
Booking Update — Triggers when Booking is updated.
Budget Deleted — Triggers when Budget is deleted.
Budget Update — Triggers when budget is updated.
Company Update — Triggers when Company is updated.

Show 18 more triggers

Contact Update — Triggers when Contact is updated.
Deal Deleted — Triggers when Deal is deleted.
Deal Update — Triggers when Deal is updated.
Expense Deleted — Triggers when Expense is deleted.
Expense Update — Triggers when Expense is updated.
Invoice Update — Triggers when Invoice is updated.
New Booking — New booking created.
New Budget — Triggers when new Budget is created.
New Company — New company created.
New Contact — New contact created.
New Deal — New deal created.
New Expense — Triggers when Expense is created.
New Invoice — New invoice created.
New Project — New project created.
New Task — New task created.
Project Update — Triggers when project is updated.
Task Deleted — Triggers when Task is deleted.
Task Update — Triggers when Task is updated.

Actions (12)

Things Salesflare can make it do

Add Comment to Deal — Adds a comment to an existing deal.
Create Booking — Create booking.
Create Company — Creates company.
Create Contact — Creates contact.
Create Deal — Create new deal.

Show 7 more actions

Create Project — Create new project.
Create Service — Creates a service on a deal.
Create Task — Create new task in a project.
Create Task List — Creates Task list.
Update Contact — Updates an existing contact.
Update Deal — Updates an existing deal.
Update Task — Updates an existing task.

Searches (5)

Look up existing records

Find Company — Finds an existing company.
Find Contact — Finds an existing contact.
Find Deal — Finds an existing deal by name or ID.
Find Task — Finds an existing task by title or ID.
Find User — Finds an existing user.

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