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.

📌 For a detailed list of actions that can be connected through Zapier, visit Zapier's integration page for Productive.

Available Triggers in Productive (Click to Expand)

When setting up a Zap, the trigger is the event that starts your automated workflow. Productive supports a wide range of triggers, allowing you to automate tasks based on changes across key features:

Bookings

New booking – Triggered when a new booking is added to the Planner.
Booking deleted – Triggered when a booking is removed.
Booking update – Triggered when an existing booking is edited.

Budgets

New budget – Triggered when a new budget is created.
Budget deleted – Triggered when a budget is removed.
Budget update – Triggered when a budget is modified.

Contacts

New contact – Triggered when a contact is added to your CRM.
Contact update – Triggered when contact details are changed.

Deals

New deal – Triggered when a new deal is added.
Deal deleted – Triggered when a deal is removed.
Deal update – Triggered when deal details are edited.

Expenses

New expense – Triggered when a new expense is logged.
Expense deleted – Triggered when an expense is removed.
Expense update – Triggered when expense information is changed.

Invoices

New invoice – Triggered when a new invoice is created.
Invoice update – Triggered when an invoice is modified.

Projects

New project – Triggered when a project is added to Productive.
Project update – Triggered when project details are updated.

Tasks

New task – Triggered when a task is created.
Task deleted – Triggered when a task is deleted.
Task update – Triggered when a task is updated.

You can use these triggers to automate follow-ups, notify your team in other tools, or log data in external systems.

Available Actions in Productive (Click to Expand)

Actions define what Zapier does in Productive once the trigger event occurs. You can use these to create records, search for data, or configure advanced workflows.

Create Actions

Use these when you want your Zap to automatically add new items in Productive:

Create booking
Create company
Create contact
Create deal
Create project
Create task
Create task list

📌 Each action comes with required fields (marked with *) to ensure valid input.

Search Actions

These actions let you look up data in Productive before performing another step:

Find company
Find contact
Find user

📌 If a match isn’t found, you can choose what should happen next—either stop the Zap safely or continue with default options. In some cases, you can even create a company if it doesn’t already exist.

Supported Fields and Customization (Click to Expand)

When creating items like tasks or bookings, you'll be asked to fill in key fields. Here are some examples:

Task creation supports:

Title*
Project*
Task list*
Assignee
Due date & time
Body
Tags
Custom fields (if enabled on the selected project)

📌 Note: When creating tasks or other items that include custom fields, Zapier supports custom fields of type number, text, person, single select, and multi-select. However, keep in mind that multi-select custom fields are limited to a single value due to Zapier’s current limitations.

Zapier Templates

Preconfigured workflows, known as Zap Templates, are available to simplify the setup process.
You can browse and use these templates directly in Zapier.