Webhooks and Zapier connect Productive to other tools, and a wrong setting can break the workflows that depend on them. With a custom permission set, you choose who can set up webhooks and who can manage their own Zapier triggers.
Custom permission sets are available on the Ultimate subscription plan.
The Two Permissions
Both are in the Administration group of a permission set.
Manage webhooks: set up, edit, and delete webhooks in Settings > Webhooks.
Manage your own Zapier triggers: set up your own triggers in Zapier and access Productive data through them. Zapier triggers don’t show in Productive’s webhook settings.
Which system permission sets have them by default:
Permission set | Manage your own Zapier triggers / Manage webhooks |
Staff, Contractor, Coordinator | No / No |
Manager, Profitability manager | Yes / No |
Admin | Yes / Yes |
Set Up a Permission Set
Go to Settings > Permission sets and click + New permission set.
Choose the Base permission set to start from. It decides which permissions are already on.
📌 The Contractor permission set can’t be customized.
Turn the two permissions on or off, save the permission set, and assign it to the right people.
Example
Your IT team uses webhooks to sync Productive with another tool in real time. Only your IT admins should change those webhooks, because a wrong setting would break the sync.
Your marketing managers use Zapier to send new deals to your CRM. They need to manage their own Zapier triggers, but not touch the webhooks.
So you create a permission set for marketing managers with Manage your own Zapier triggers on and Manage webhooks off. Your IT admins keep both.
👉 For all permission sets, see Custom Permission Sets.