

Productive.io + Signaturely Integration
Integrate Productive.io to Signaturely in one click, or tell Integrately AI how you want each project handled. Send documents for signature, track completion status, update your project boards, and alert your team automatically.
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Ready Workflows for Productive.io + Signaturely Integration
Capture new projects, trigger document signing requests, track completed agreements, and keep your agency records updated, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Productive.io + Signaturely flow
Sync your signed agreements and agency projects with CRMs, messaging tools, support desks, and finance apps. Pick a combination and activate it in one click.


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Hubspot (4)
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Slack (4)
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Gmail (4)
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QuickBooks Online (4)
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Google Drive (4)
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Asana (4)
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Create a Hubspot contact when a Project is created in Productive.io and send a Signaturely signing request
New Productive.io projects automatically generate Hubspot contacts and Signaturely signing requests without manual data entry.
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When a Document is completed in Signaturely, update the deal in Hubspot and log a task in Productive.io
Completed Signaturely documents update your Hubspot deals and create follow-up tasks in Productive.io instantly.
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Create a Hubspot company for every new Productive.io deal and prepare a Signaturely agreement
New Productive.io deals populate Hubspot companies and set up Signaturely document requests automatically.
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Use ChatGPT to analyze signed Signaturely documents, update Hubspot, and create a Productive.io task list
ChatGPT analyzes completed Signaturely agreements to update Hubspot records and build Productive.io task lists.
Supported triggers and actions for Productive.io and Signaturely
Mix and match to build the exact automation you need

Productive.io Triggers & Actions
Instant
Contact is created in Productive.io
Triggers the automation when a new contact is created
Try it → Instant
Project is created in Productive.io
Triggers the automation when a new project is created
Try it → Instant
Project is updated in Productive.io
Triggers the automation when a project is updated
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 updated in Productive.io
Triggers the automation when the budget is updated
Try it → Instant
Expense is created in Productive.io
Triggers the automation when a new expense is added
Try it → Instant
Expense is updated in Productive.io
Triggers the automation when an expense is modified
Try it → Instant
Expense is deleted in Productive.io
Triggers the automation when any expense is deleted
Try it → Instant
Invoice is created in Productive.io
Triggers the automation when any invoice is added or modified
Try it → Instant
Invoice is updated in Productive.io
Triggers the automation when an invoice is updated
Try it → What can you automate with Productive.io + Signaturely?
Streamline your agency operations by connecting Productive.io projects and deals directly with Signaturely document signing workflows.
📝
Trigger document signing requests from new projects
Automatically send a Signaturely signing request the moment a new project or deal is created in Productive.io. Eliminate manual email composition and document preparation steps.
📋
Capture every submitted contract field accurately
Map all available Signaturely document fields and signer details into Productive.io tasks and custom fields. Keep your project records detailed and organized.
🔔
Notify your team the moment agreements are signed
Send instant alerts to your agency team in Slack or via email when a client completes a Signaturely document. Keep delivery teams aligned with sales.
🔀
Route workflows based on submitted contract values
Condition your automations on specific deal values or client tiers submitted in Productive.io. Send customized signing requests or assign different project managers accordingly.
🔄
Keep project records synchronized as details change
Automatically update Productive.io tasks, contacts, and budgets whenever signing statuses or project parameters are modified in Signaturely.
🔍
Search and update existing records without duplicates
Check for existing contacts or companies before creating new entries in Productive.io or Signaturely. Maintain a clean database free of duplicate records.
⏱️
Handle later status changes and payment triggers
Automatically trigger follow-up tasks and financial updates when a Signaturely document moves from sent to completed status.
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Extend your workflow to external apps like Hubspot
Connect your core Productive.io and Signaturely workflow with Hubspot to sync CRM data, update deal stages, and trigger multi-step team operations.
And much more...
Who is Productive.io + Signaturely integration for?
Agency leaders, project managers, and operations teams connect Productive.io and Signaturely to eliminate manual agreement tracking and accelerate project delivery.
Agency directors and financial controllers
Project managers and delivery leads
Client success managers and account directors
Operations teams and agency administrators
Sales executives and business developers
Finance specialists and compliance officers
📈
Agency directors and financial controllers
You review financial reports and project profitability metrics to guide agency growth, but your revenue tracking sheet only updates when someone manually exports contract data, so your budget counts are always hours behind — with this integration, every completed document updates your financial records instantly and your reporting stays current.
⚡
Project managers and delivery leads
You need to kick off client work the moment agreements are signed, but you find out about completed contracts too late because notification emails get buried in crowded inboxes — with this integration, every signed agreement triggers project updates instantly and your team starts delivery without delay.
🤝
Client success managers and account directors
You answer to key clients who expect immediate contract confirmations and project status updates, but manual document filing leaves gaps in your client history — with this integration, every signed document files itself automatically and your client records remain pristine.
📊
Operations teams and agency administrators
You manage high volumes of client paperwork and onboarding tasks across multiple accounts, but manual data entry causes bottlenecks that slow down your entire agency — with this integration, every document event flows between your systems instantly and your operational capacity expands without extra overhead.
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Sales executives and business developers
You own the closing stage of client acquisition and depend on prompt document execution to secure deals, but manual handoffs between sales and project management cause friction — with this integration, every signed contract updates your pipeline automatically and your deals progress without manual delay.
🗂️
Finance specialists and compliance officers
You require a reliable, complete history of every signed agreement and financial commitment, but manual record-keeping keeps resulting in missing files and audit gaps — with this integration, every document completion logs itself securely and your audit trail stays complete.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Productive.io + Signaturely
Build and manage your Productive.io + Signaturely automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Productive.io + Signaturely with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Automation is ready
Connect Productive.io + Signaturely Now 
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Frequently Asked Questions
How do I connect Productive.io to Signaturely?
You can connect Productive.io to Signaturely in 1 click using Integrately. Choose from ready-made workflows or use Integrately AI to build custom multi-step automations connecting your agency tools like Slack, Hubspot, and Gmail.
Can I automatically send a Signaturely signing request when a new project is created in Productive.io?
Can I connect Productive.io, Signaturely, and Hubspot?
What is a good Zapier alternative for Productive.io and Signaturely?
How does Productive.io handle contact and project data in this integration?
How does Signaturely track document completion with Productive.io?
Can I automate Productive.io and Signaturely without coding?
Is the Productive.io and Signaturely integration free?
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