Autotask + Productive.io
Autotask + Productive.io
Autotask + Productive.io integrations
Create new tasks in Productive.io from new tasks in Autotask
Streamline your project management with this seamless workflow. When a new task is created in Autotask, a matching task is instantly created in Productive.io. Spare yourself the time and effort of manual data entry, ensuring every task is accounted for across both platforms. Let this automation keep your projects aligned, thereby boosting your productivity.
- When this happens...
New TaskTriggers when a new Task is found.TriggerPolling - automatically do this!
Create TaskCreate new task in a project.ActionWrite
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More things you can do with Autotask and Productive.io
Discover other triggers and actions you can use with Autotask and Productive.io
New InvoiceTriggers when a new invoice is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Task
Triggers when a new Task is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Time Entry
Triggers when a new time entry is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Company
- Assigned To Resource
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Updated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Service Call
Triggers when an existing service call is updated (not when created).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Create Company
Creates a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Ticket Note
Creates a ticket note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Article CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contract ID
- Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- QuoteName
- QuoteID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Country IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Resource IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Booking DeletedTriggers when Booking is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Budget Deleted
Triggers when Budget is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Update
Triggers when Company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Deleted
Triggers when Deal is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Deleted
Triggers when Expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Update
Triggers when Invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Budget
Triggers when new Budget is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
New contact created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense
Triggers when Expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
New project created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Update
Triggers when project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Update
Triggers when Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - NameRequired
- Due Days
- Default Currency
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- First Name
- Last Name
- Email
- Job Title
- Company
- Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- CompanyRequired
- CurrencyRequired
- ResponsibleRequired
- ProbabilityRequired
- Contact
- Document Type
- Deal StatusRequired
- Sales Status
- Number
- Deal Members
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- CompanyRequired
- Project ManagerRequired
- WorkflowRequired
- AccessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- ProjectRequired
- Task ListRequired
- Assignee
- Due Date
- Due Time
- Body
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- Title
- Project
- Task List
- Assignee
- Due Date
- Due Time
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task ID
- Title
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Company
- Assigned To Resource ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Contact
Triggers when a new contact is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new Project is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Service Call
Triggers when a new service call is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Create Company To-Do
Creates a new Company To-Do.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Submitter IDRequired
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)Required
- Status
- Submit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Time Entry
Creates a Time Entry.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TicketRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account ID
- Account Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Opportunity Title
- Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
ActionThis is an event a Zap performs.SearchFind existing data in your app- Currency IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Company ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Booking Update
Triggers when Booking is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Budget Update
Triggers when budget is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Update
Triggers when Contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Update
Triggers when Deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Update
Triggers when Expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Booking
New booking created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
New company created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal
New deal created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
New invoice created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
New task created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Deleted
Triggers when Task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - PersonRequired
- TypeRequired
- Start DateRequired
- End DateRequired
- TimeRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last Name
- EmailRequired
- Job Title
- Company
- Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Name
- Company
- Currency
- Responsible
- Probability
- Contact
- Document Type
- Deal Status
- Sales Status
- Number
- Deal Members
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Deal IDRequired
- Unit ID
- Billing Type ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- ProjectRequired
- Board
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deal ID
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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Productive is a project management tool that includes everything you need to run a profitable agency.
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