Zapier is a third-party service which sends the information about actions made in Productive to other apps you are using.
When an action is made in Productive, Zapier sends the information to the other app, i.e. Slack chat.
This type of action made in Productive can be sent to other apps:
- Deal is created
- Service is added/ updated
- Task is created
- Expense is added/ updated
- Budget is added/ updated
- Invoice is created
- New company is created
You can connect the apps in a way that fits your workflow best. For example, if you connect Productive tasks with Slack, each time new task is added to Productive, you'll get a notification in the Slack channel.
What do you need to connect Zapier and Productive?
- You need a Zapier account
- Go to Settings > Integrations
- Find Zapier and click Accept the invite to start using the integration
This will take you to the following screen, where you need to log into your Zapier account to proceed with creating integrations with other apps.
After you've created the integration, select the type of the event that will trigger creating a Zap. Here, we'll use it to create an invoice.
Zapier will now ask you to confirm which account in Productive you'll use in this integration. Click on Continue, and a new menu will appear, asking you to test the integration. Click on Test & Review if you're checking the integration for the first time. Using this, you'll be able to tell if all the data has been copied correctly.
Whatever option you choose, you'll have three minutes to generate the invoice in Productive. Be sure to click on Test & Review or Test & Continue frist, and then go to Productive and create an invoice.
When you've generated an invoice, go back to Zapier. You should see the invoice already there.
Open the invoice and check if all the data is correct. If so, the integration was successful.