Productive.io + Pipefy Integration

Integrate Pipefy to Productive.io in one click, or tell Integrately AI how you want each card handled. Create project tasks, update tracking, alert your team, and manage billables automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Productive.io
    Contact is created in Productive.io Instant
  • Productive.io
    Contact is updated in Productive.io Instant
  • Productive.io
    Task is created in Productive.io Instant
  • Productive.io
    Task is updated in Productive.io Instant
  • Productive.io
    Task is deleted in Productive.io Instant
  • Productive.io
    Project is created in Productive.io Instant
  • Productive.io
    Project is updated in Productive.io Instant
  • Productive.io
    Deal is created in Productive.io Instant
  • Productive.io
    Deal is updated in Productive.io Instant
  • Productive.io
    Deal is deleted in Productive.io Instant
  • Productive.io
    Booking is created in Productive.io Instant
  • Productive.io
    Booking is updated in Productive.io Instant
  • Productive.io
    Booking is deleted in Productive.io Instant
  • Productive.io
    Budget is created in Productive.io Instant
  • Productive.io
    Budget is updated in Productive.io Instant
  • Productive.io
    Budget is deleted in Productive.io Instant
  • Productive.io
    Expense is created in Productive.io Instant
  • Productive.io
    Expense is updated in Productive.io Instant
  • Productive.io
    Expense is deleted in Productive.io Instant
  • Productive.io
    Invoice is created in Productive.io Instant
  • Productive.io
    Invoice is updated in Productive.io Instant
  • Pipefy
    Card is created in Pipefy Instant
  • Pipefy
    Card is moved in Pipefy Instant
  • Pipefy
    Card field is updated in Pipefy Instant
  • Pipefy
    Card is completed in Pipefy Instant
  • Pipefy
    Card gets late in Pipefy Instant
  • Pipefy
    Card is expired in Pipefy Instant
  • Pipefy
    Card becomes overdue in Pipefy Instant
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2.
  • Productive.io
    Update Contact in Productive.io
  • Productive.io
    Update task in Productive.io
  • Productive.io
    Search task by title in Productive.io
  • Productive.io
    Create task in Productive.io
  • Productive.io
    Create company in Productive.io
  • Productive.io
    Search company in Productive.io
  • Productive.io
    Create contact in Productive.io
  • Productive.io
    Search contact in Productive.io
  • Productive.io
    Create booking in Productive.io
  • Productive.io
    Create task list in Productive.io
  • Productive.io
    Upload attachment in Productive.io
  • Pipefy
    Update card field in Pipefy
  • Pipefy
    Create card in Pipefy
  • Pipefy
    Search card in Pipefy

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Ready Workflows Ready Workflows for Pipefy + Productive.io Integration

Capture operational cards, create matching agency tasks, keep project tracking updated, alert your team, and manage deliverables, all in just one click.

Most popular automationmost-popular-automations
Pipefy + Productive.io Integration

Create Productive.io task for new Pipefy card

While a single project management software may be adequate for small projects, larger projects often require the use of multiple software programs. This is because each program offers different features and options that can be beneficial to different aspects of the project. So using multiple programs, project managers can tailor the software to the specific needs of the project, ensuring that all important aspects are well-supported.

In addition, using multiple programs can also help to avoid dependencies on any one particular software package. Should an issue arise with one of the programs, it will not impact the entire project. However manually keeping track of data in multiple software programs can be challenging.

To address this, Integrately's Pipefy - Productive.io integration can be used. This integration will automatically create a new Pipefy card whenever a new Productive.io task is created.

So if you're managing a large project that requires the use of multiple software programs, give this integration a try - it will make your life much easier!
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Productive.io + Pipefy Integration

Create Pipefy card for new Productive.io task

While a single project management software may be adequate for small projects, larger projects often require the use of multiple software programs. This is because each program offers different features and options that can be beneficial to different aspects of the project. So using multiple programs, project managers can tailor the software to the specific needs of the project, ensuring that all important aspects are well-supported.

In addition, using multiple programs can also help to avoid dependencies on any one particular software package. Should an issue arise with one of the programs, it will not impact the entire project. However manually keeping track of data in multiple software programs can be challenging.

To address this, Integrately's Productive.io - Pipefy integration can be used. This integration will automatically create a new Productive.io task whenever a new Pipefy card is created.

So if you're managing a large project that requires the use of multiple software programs, give this integration a try - it will make your life much easier!
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipefy + Productive.io flow

Sync operational data with CRMs, spreadsheets, finance tools, and messaging channels to keep your entire agency aligned. Pick a combination and activate it in one click.

Productive.io
Pipefy
+
SlackSlack (8)
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Google DriveGoogle Drive (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
HubSpotHubSpot (8)
+
GmailGmail (8)
+
Jira Software CloudJira Software Cloud (8)
P
P
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Create a Productive.io task when a Pipefy card is created, and notify your project channel in Slack
New Pipefy cards automatically generate corresponding tasks in Productive.io while alerting your team instantly in Slack, eliminating manual handoffs.
P
P
S
When a Productive.io contact is created, create a card in Pipefy and notify your team in Slack
New Productive.io contacts instantly spawn tracking cards in Pipefy and alert your operations channel in Slack.
P
P
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When a Pipefy card field is updated, update the task in Productive.io and post the change in Slack
Pipefy field updates instantly refresh Productive.io tasks and notify your team in Slack, keeping agency records current.
P
P
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Create a Productive.io task when a Pipefy card is moved, and confirm the progress in Slack
Moving cards across Pipefy stages updates Productive.io tasks and notifies your team in Slack automatically.
P
P
S
If a Pipefy card becomes overdue, update Productive.io and alert your management channel in Slack
Overdue Pipefy cards trigger task updates in Productive.io and alert leadership in Slack.
P
P
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When a Pipefy card is completed, mark the Productive.io task complete and celebrate in Slack
Completed Pipefy cards automatically update Productive.io tasks and notify your team in Slack.
P
P
S
Use Claude to summarize every new Pipefy card, create a Productive.io task, and post the brief in Slack
Claude generates actionable summaries from Pipefy cards, creates tasks in Productive.io, and shares briefs in Slack.
P
P
J
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When a Pipefy card is created, create a Productive.io task, log it in Jira Software Cloud, and notify Slack
Pipefy card creation simultaneously generates a Productive.io task and a Jira issue while notifying Slack.

Supported triggers and actions for Productive.io and Pipefy

Mix and match to build the exact automation you need

Productive.io
Productive.io Triggers & Actions
Instant
Contact is created in Productive.io
Triggers the automation when a new contact is created
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Instant
Contact is updated in Productive.io
Try it →
Instant
Task is created in Productive.io
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in Productive.io
Triggers the automation when any task is updated
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Instant
Task is deleted in Productive.io
Triggers the automation when a task is deleted
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Instant
Project is created in Productive.io
Triggers the automation when a new project is created
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Instant
Project is updated in Productive.io
Triggers the automation when a project is updated
Try it →
Instant
Deal is created in Productive.io
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Productive.io
Triggers the automation when a deal is updated
Try it →
Instant
Deal is deleted in Productive.io
Triggers the automation when a deal is deleted
Try it →
Instant
Booking is created in Productive.io
Triggers the automation when a new booking is created
Try it →
Instant
Booking is updated in Productive.io
Triggers the automation when a booking is updated
Try it →
Instant
Booking is deleted in Productive.io
Triggers the automation when a booking is deleted
Try it →
Instant
Budget is created in Productive.io
Triggers the automation when a budget is created
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Instant
Budget is updated in Productive.io
Triggers the automation when the budget is updated
Try it →
Instant
Budget is deleted in Productive.io
Triggers the automation when a budget is deleted
Try it →
Instant
Expense is created in Productive.io
Triggers the automation when a new expense is added
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Instant
Expense is updated in Productive.io
Triggers the automation when an expense is modified
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Instant
Expense is deleted in Productive.io
Triggers the automation when any expense is deleted
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Instant
Invoice is created in Productive.io
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Productive.io
Triggers the automation when an invoice is updated
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Update Contact in Productive.io
Updates the contact details
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Update task in Productive.io
Updates the task details
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Search task by title in Productive.io
Retrieves tasks based on the specified search criteria
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Create task in Productive.io
Creates a new task
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Create company in Productive.io
Generates a new company profile with given details
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Search company in Productive.io
Finds information about a company
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Create contact in Productive.io
Adds a new contact to the database
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Search contact in Productive.io
Finds and retrieves contact information
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Create booking in Productive.io
Schedule and confirm a booking request
Try it →
Create task list in Productive.io
Creates a new task list
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Upload attachment in Productive.io
Try it →
Pipefy
Pipefy Triggers & Actions
Instant
Card is created in Pipefy
Triggers the automation when a card is archived
Try it →
Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
Try it →
Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
Try it →
Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
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Instant
Card gets late in Pipefy
Triggers the automation when a card gets late
Try it →
Instant
Card is expired in Pipefy
Triggers the automation when a card expires
Try it →
Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
Try it →
Update card field in Pipefy
Updates fields on a card with new information
Try it →
Create card in Pipefy
Generates a new card for a task
Try it →
Search card in Pipefy
Searches for a card
Try it →

What can you automate with Pipefy + Productive.io?

Streamline agency workflows by connecting your operational processes directly to project management and profitability tracking.

What you can automate?
Auto-create project tasks from operational cards
Trigger a new task in Productive.io the exact moment a card is created in Pipefy, eliminating manual administrative copying.
📋
Capture every submitted operational field
Map all custom form fields and client details from Pipefy cards directly into Productive.io task properties and custom fields.
🔔
Alert your team instantly on status changes
Notify project assignees and management channels immediately whenever a Pipefy card moves or encounters a delay.
🔀
Route tasks based on submitted form criteria
Assign different project types or priorities in Productive.io depending on specific field values selected in Pipefy workflows.
🔄
Keep project tracking updated in real time
Automatically update Productive.io tasks and project statuses whenever corresponding cards change stages in Pipefy.
🔍
Upsert records to prevent duplicate entries
Search existing contacts and companies in Productive.io before creating new records from Pipefy submissions.
📅
Manage later status changes and billing milestones
Trigger budget adjustments, booking updates, and invoice creation in Productive.io when Pipefy workflows reach completion.
🔌
Extend your workflow to messaging and Drive
Connect your Pipefy and Productive.io core flow with Slack, Google Drive, or QuickBooks Online for complete agency synchronization.
And much more...

Who is Pipefy + Productive.io integration for?

Operations managers, project directors, agency leaders, and account coordinators eliminate manual data entry and keep agency workflows perfectly aligned.

Operations Directors
Operations Directors
Project Managers
Project Managers
Agency Account Executives
Agency Account Executives
Operations Specialists
Operations Specialists
Delivery Leads
Delivery Leads
Agency Operations Analysts
Agency Operations Analysts
📈
Operations Directors
You're reviewing operational dashboards in Pipefy but your financial tracking in Productive.io is managed separately, so the project metrics you're reporting on are always a few hours behind — connecting these apps means every operational update lands in Productive.io instantly and your agency numbers stay accurate.
Project Managers
You need to assign resources the moment a client request arrives in Pipefy, but you find out about new cards too late to schedule effectively — automating both apps means every new card generates a task in Productive.io immediately and your team starts work without delay.
🤝
Agency Account Executives
You answer to clients who expect real-time progress updates on their deliverables, but manual handoffs between Pipefy and Productive.io create constant delays — this integration means client milestones sync across platforms automatically and your stakeholders always see accurate progress.
📊
Operations Specialists
The volume of client intake cards in Pipefy is too high for anyone to keep up by hand, leading to missed tasks in Productive.io — automating both apps means high-volume intake flows into project boards effortlessly and no client request gets dropped.
⚙️
Delivery Leads
You own the execution step in Productive.io and depend on upstream approvals in Pipefy to hand over project details, but manual copying slows you down — integrating these apps means approved workflow cards trigger project tasks instantly and handoffs happen without friction.
🗂️
Agency Operations Analysts
You need a reliable audit history of every client project, but manual data entry between Pipefy and Productive.io keeps leaving gaps in your records — connecting these apps means every project stage and contact detail logs automatically with complete accuracy.
Our team

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Tell us what type of automation you want to make?

Why choose Integrately to automate Productive.io + Pipefy

Build and manage your Productive.io + Pipefy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Productive.io + Pipefy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Pipefy to Productive.io?
Frequently Asked Questions
You can connect Pipefy to Productive.io in just 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations with Slack, Google Drive, and HubSpot.
Can I automatically create Productive.io tasks when a Pipefy card is created?
Frequently Asked Questions
Can I connect Pipefy, Productive.io, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipefy and Productive.io?
Frequently Asked Questions
How do Pipefy field updates sync with Productive.io?
Frequently Asked Questions
Can Productive.io contacts automatically create Pipefy cards?
Frequently Asked Questions
Do I need coding skills to automate Pipefy and Productive.io?
Frequently Asked Questions
Is the Pipefy and Productive.io integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Pipefy or Productive.io With 1500+ Other Apps

Pipefy
Popular Pipefy Integrations
Connect Pipefy with CRM, form, and document tools to capture intake data and streamline operational workflows.
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Productive.io
Popular Productive.io Integrations
Sync Productive.io with accounting, time-tracking, and reporting tools to keep agency profitability metrics accurate.