Productive.io + Salesforce

Create companies in Productive.io from updated records in Salesforce

Stay on top of changes in Salesforce by populating them in Productive.io instantly. This workflow steps in when there's an update to a record in Salesforce and efficiently creates a new company in Productive.io. That way, you can ensure any important modifications in existing records reflect in your resource planning seamlessly, giving your team the most accurate, up-to-date information to work with.

When this happens...
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerPolling
automatically do this!
Create Company
Creates company.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- FlowRequired
- Manual flow input parameters
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Query TypeRequired
- Include Deleted Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
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 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
- End DateRequired
- TimeRequired
- Note
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- Job Title
- Company
Action
Write
- NameRequired
- CompanyRequired
- Project ManagerRequired
- WorkflowRequired
- AccessRequired
Action
Write
- NameRequired
- ProjectRequired
- Board
Action
Write
- EmailRequired
Action
Search
- Company NameRequired
- NameRequired
- Due Days
- Default Currency
- Description
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
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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Contact Update
Triggers when Contact 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
Try It
New Booking
New booking created.
Trigger
Instant
Try It
New Contact
New contact created.
Trigger
Instant
Try It
New Expense
Triggers when Expense is updated.
Trigger
Instant
Try It
New Project
New project created.
Trigger
Instant
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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
- Contact
- Document Type
- Deal StatusRequired
- Sales Status
- Number
- Deal Members
Action
Write
- TitleRequired
- ProjectRequired
- Task ListRequired
- Assignee
- Due Date
- Due Time
- Body
- Tags
Action
Write
- Company NameRequired
Action
Search
- EmailRequired
Action
Search

About Productive.io

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

Learn more

Related categories

Project Management

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new projects in Productive.io from updated records in Salesforce

Related Zap Templates

Create new projects in Productive.io from updated records in Salesforce

Productive.io + Salesforce

Create companies in Productive.io from updated records in Salesforce

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Launch Flow

Send Email

Update Lead

Update Record (UTC)

Custom SOQL Query

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Booking Update

Budget Update

Deal Deleted

Expense Deleted

Invoice Update

New Budget

New Deal

New Invoice

New Task

Task Deleted

Create Booking

Create Contact

Create Project

Create Task List

Find Contact

Find or Create Company

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Run Report

Update Contact

Update Record

API Request (Beta)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Booking Deleted

Budget Deleted

Contact Update

Deal Update

Expense Update

New Booking

New Contact

New Expense

New Project

Project Update

Task Update

Create Company

Create Deal

Create Task

Find Company

Find User

About Productive.io

Related categories

About Salesforce

Related categories

Similar apps