Productive.io + Accelo Integrations

How to connect Productive.io + Accelo

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Supported triggers and actions

What does this mean?

Booking Deleted
Triggers when Booking is deleted.
Trigger
Instant
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Budget Deleted
Triggers when Budget is deleted.
Trigger
Instant
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Deal Deleted
Triggers when Deal is deleted.
Trigger
Instant
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Expense Deleted
Triggers when Expense is deleted.
Trigger
Instant
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Invoice Update
Triggers when Invoice is updated.
Trigger
Instant
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New Budget
Triggers when new Budget is created.
Trigger
Instant
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New Deal
New deal created.
Trigger
Instant
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New Invoice
New invoice created.
Trigger
Instant
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New Task
New task created.
Trigger
Instant
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Task Deleted
Triggers when Task is deleted.
Trigger
Instant
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- PersonRequired
- TypeRequired
- Start DateRequired
  Enter date in format "YYYY-MM-DD"
- End DateRequired
  Enter date in format "YYYY-MM-DD"
- TimeRequired
  Enter total time in minutes
- Note
Action
Write
- First NameRequired
- Last Name
- EmailRequired
  Contact with this email must not already exist in Productive. Error will be thrown if email is already used.
- Job Title
- Company
Action
Write
- NameRequired
- CompanyRequired
- Project ManagerRequired
- WorkflowRequired
- AccessRequired
Action
Write
- NameRequired
- ProjectRequired
- Board
  For selecting specific board when using addon "Project Boards". Not required and when left empty it will select first board in designated project.
Action
Write
- EmailRequired
Action
Search
- NameRequired
- NameRequired
- Due Days
- Default Currency
- Description
Action
Search or write
- EmailRequired
- First NameRequired
- Last Name
- EmailRequired
  Contact with this email must not already exist in Productive. Error will be thrown if email is already used.
- Job Title
- Company
Action
Search or write
New Request
Triggers when a new request is created.
Trigger
Instant
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- TypeRequired
- SubjectRequired
- BodyRequired
- EmailRequired
- First Name
  If empty, we'll guess from email address.
- Last Name
  If empty, we'll guess from email address.
- Mobile
- Phone
- Fax
- Company Name
  If empty, we'll guess from email address.
- Position
- Company Phone
- Company Fax
- Company Website
- Company Comments
- Send on Behalf of Contact
  Use the Request Contact as the Activity author.
Action
Write
- SubjectRequired
- Initial Seconds
  The timer will have this many seconds upon creation. For example, if you set to 120, your timer will be at 2 minutes upon creation.
- Auto Start
  Do you want the timer to start upon creation? This will stop any current running timer.
Action
Write
- Resource URLRequired
  The "resource_url" from the webhook.
Action
Search

Booking Update
Triggers when Booking is updated.
Trigger
Instant
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Budget Update
Triggers when budget is updated.
Trigger
Instant
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Deal Update
Triggers when Deal is updated.
Trigger
Instant
Try It
Expense Update
Triggers when Expense is updated.
Trigger
Instant
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New Booking
New booking created.
Trigger
Instant
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New Contact
New contact created.
Trigger
Instant
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New Expense
Triggers when Expense is updated.
Trigger
Instant
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New Project
New project created.
Trigger
Instant
Try It
Project Update
Triggers when project is updated.
Trigger
Instant
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Task Update
Triggers when Task is updated.
Trigger
Instant
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- NameRequired
- Due Days
- Default Currency
- Description
Action
Write
- NameRequired
- CompanyRequired
- CurrencyRequired
- ResponsibleRequired
- ProbabilityRequired
- Deal StatusRequired
- Document Type
- Number
- Sales Status
- Deal Members
Action
Write
- TitleRequired
- ProjectRequired
- Task ListRequired
- Assignee
- Due Date
- Due Time
- Body
Action
Write
- Company NameRequired
Action
Search
- EmailRequired
Action
Search
- Company NameRequired
- NameRequired
- Due Days
- Default Currency
- Description
Action
Search or write
Task Assigned
Triggers when a task is assigned.
Trigger
Instant
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- EmailRequired
- First Name
  If empty, we'll guess from email address.
- Last Name
  If empty, we'll guess from email address.
- Mobile
- Phone
- Fax
- Comments
  Contact comments.
- Position
- Company Name
  If empty, we'll guess from email address.
- Company Website
- Company Phone
- Company Fax
- Company Comments
Action
Write
- TitleRequired
- TypeRequired
- EmailRequired
- Salesperson
  The ID of the staff. If you leave blank, the sale will be unassigned.
- Comments
- Value
  The dollar value of the sale.
- Rating
  The star rating or weighting of the sale.
- First Name
  If empty, we'll guess from email address.
- Last Name
  If empty, we'll guess from email address.
- Mobile
- Phone
- Fax
- Position
- Company Name
  If empty, we'll guess from email address.
- Company Phone
- Company Fax
- Company Website
- Company Comments
Action
Write
Pause Timers
Pauses any active timers.
Action
Write

How Productive.io + Accelo Integrations Work

Step 1: Authenticate Productive.io and Accelo.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Productive.io + Accelo

About Productive.io

Productive is a project management tool that includes everything you need to run a profitable agency.

Related categories

Project Management

About Accelo

Accelo manages all your client work in one place, making your business more profitable and you less stressed.

Related categories

Project Management

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Productive.io + Accelo Integrations

How to connect Productive.io + Accelo

Connect your apps and automate workflows

Booking Deleted

Budget Deleted

Deal Deleted

Expense Deleted

Invoice Update

New Budget

New Deal

New Invoice

New Task

Task Deleted

Create Booking

PersonRequired

TypeRequired

Start DateRequired

End DateRequired

TimeRequired

Note

Create Contact

First NameRequired

Last Name

EmailRequired

Job Title

Company

Create Project

NameRequired

CompanyRequired

Project ManagerRequired

WorkflowRequired

AccessRequired

Create Task List

NameRequired

ProjectRequired

Board

Find Contact

EmailRequired

Find or Create Company

NameRequired

NameRequired

Due Days

Default Currency

Description

Find or Create Contact

EmailRequired

First NameRequired

Last Name

EmailRequired

Job Title

Company

New Request

Create Request

TypeRequired

SubjectRequired

BodyRequired

EmailRequired

First Name

Last Name

Mobile

Phone

Fax

Company Name

Position

Company Phone

Company Fax

Company Website

Company Comments

Send on Behalf of Contact

Create Timer

SubjectRequired

Initial Seconds

Auto Start

Lookup Webhook Resource

Resource URLRequired

Booking Update

Budget Update

Deal Update

Expense Update

New Booking