Zapier is a powerful third-party service that connects Productive with other apps you use, allowing for seamless automation of workflows.
By integrating Productive with Zapier, actions taken in Productive can trigger corresponding actions in other apps, such as sending notifications in Slack when new tasks are created in Productive.
Setting Up the Integration
Zapier Account
First, ensure you have a Zapier account.Access Integration
Go to Settings > App marketplace in Productive.
Find Zapier
Search for and select Zapier, then click on "Search for Productive" to start the integration process.
You'll be redirected to Zapier, where you need to log in to your Zapier account and accept the invitation to use Productive on Zapier.
Once logged in, you can start creating integrations (Zaps) between Productive and other apps.
Creating a Zap
Choose Event
After setting up the integration, select the event in Productive that will trigger the Zap (e.g., creating an invoice).
Test Integration
Zapier will prompt you to test the integration by generating the event in Productive.Whatever option you choose, you'll have three minutes to generate the invoice in Productive. Be sure to click on Test integration, and then go to Productive and create an invoice.
Verify Data
After testing, check the event details in Zapier to ensure the data is correct.
Zapier Templates
Preconfigured workflows, known as Zap templates, are available to simplify the setup process. You can browse and use these templates directly through Zapier.
Troubleshooting
If you encounter errors, ensure that the integration is set up with a personal token that has read and write access.
For a detailed list of actions that can be connected through Zapier, visit Zapier's integration page for Productive.