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 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
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
New Organization
Triggers when a new organization is created
Task created
Triggers when a new task is created
Contract created
Triggers when a new contract is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is added
Booking created
Triggers when a new booking is created
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Organization
Creates a new organization
Create project
Creates a new project
Create contact
Creates a new contact
Create task
Creates a new task
Create deal
Creates a new deal
Create contract
Creates a new contract
Create booking
Creates a new booking
Update contact
Updates the details of an existing contact
Update contract
Updates the details of an existing contract
Update deal
Updates the details of an existing deal
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update booking
Updates the details of an existing booking
Fetch company
Fetches the details of an existing company using name
Fetch project
Fetches the details of an existing project using project ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch contract
Fetches the details of an existing contract 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
Fetch people
Fetches the details of the specified people
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
Similar apps
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Webhook triggers
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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. 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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
