Connect Productive.io to NGP VAN

Both apps 55Productive.io 35NGP VAN 20

• Trigger
  New time entry

  Triggers when a new time entry is tracked in Productive.

• Action
  Add Comment to Deal

  Adds a comment to a deal in Productive.

• Action
  Add comment to task

  Adds a comment to a task in Productive.

• Action
  Add expense

  Creates a new expense in Productive, optionally allocated to a budget service.

• Action
  Add invoice

  Creates a new invoice for a client company in Productive.

• Action
  Add time entry

  Creates a time entry in Productive, logging minutes a person worked on a service (and optionally a task) on a given date.

• Action
  Create Booking

  Creates a booking that schedules a person's time on a service or an absence event over a date range in Productive.

• Action
  Create Company

  Creates a new company (client) in Productive with its billing, invoicing and contact details.

• Action
  Create Contact

  Creates a contact (person) in Productive, linked to a client company.

• Action
  Create Deal

  Creates a new deal in Productive with a name, owner, deal type and date, plus optional value, company, contact and other deal details.

• Action
  Create Project

  Creates a new project in Productive with a name, type, project manager and workflow, optionally linked to a client company.

• Action
  Create Service

  Creates a service (a billable line of work) on a Productive deal or budget.

• Action
  Create Task

  Creates a task in a Productive project task list, with optional assignee, dates, estimates, tags and recurrence.

• Action
  Create Task List

  Creates a task list inside a project folder in Productive.

• Action
  Delete task

  Permanently deletes a task in Productive.

• Action
  Find Company

  Finds companies in Productive by name or company code and returns the matches.

• Action
  Find Contact

  Finds contacts (client people) in Productive by search text, email or company, returning the matches and the first one.

• Action
  Find Deal

  Finds deals in Productive by name, number or company and returns the matches.

• Action
  Find invoices by criteria

  Returns invoices matching an invoice number and/or company, with the first match and a count.

• Action
  Find projects by criteria

  Finds projects matching a name, client company, project manager or status, returning the matches and the first one.

• Action
  Find Task

  Finds tasks matching a title, number, search text, project, task list, assignee or status, and returns the first match plus the full list.

• Action
  Find time entries by criteria

  Returns time entries matching the criteria you give, such as person, service, task or date range.

• Action
  Find User

  Finds users (team members) in your Productive organization by name or email and returns the matches.

• Action
  Get Booking

  Returns a single booking (resource-planning allocation of a person to a service or event) by its ID, including dates, hours and custom fields.

• Action
  Get Comment

  Returns a single comment by its ID, including its body, timestamps and the task, deal or other record it was posted on.

• Action
  Get Expense

  Returns a single expense by its ID, including amounts, dates, approval status, custom fields and related records.

• Action
  Get Service

  Returns a single service (a budget or deal line item) by its ID, including its attributes and custom field values.

• Action
  Get Task List

  Returns a single task list by its ID, including its name, position, archive status and its project, board and folder.

• Action
  Update booking

  Updates an existing booking in Productive, such as its dates, booked time, note or assigned service. Fields left blank are not changed.

• Action
  Update company

  Updates an existing company in Productive. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates an existing contact (person) in Productive. Only the fields you fill in are changed.

• Action
  Update Deal

  Updates an existing deal or budget in Productive, changing only the fields you fill in.

• Action
  Update project

  Updates an existing project in Productive. Only the values you fill in are changed.

• Action
  Update Task

  Updates an existing task in Productive. Only the values you fill in are changed.

• Action
  Update time entry

  Updates an existing time entry in Productive, changing only the fields you fill in.

• Action
  Add a Contribution

  Creates a contribution (donation) for a contact in NGP VAN, credited to a designation.

• Action
  Add Activist Codes

  Applies or removes one or more activist codes on a person in NGP VAN.

• Action
  Add Canvass Responses

  Records a canvass interaction on a person in NGP VAN: either a result code such as Not Home, or script responses such as activist codes, survey answers and volunteer activities.

• Action
  Add Contact History

  Records a contact attempt (contact history) on a person in NGP VAN with a result code such as Not Home or Wrong Number, plus optional context like contact type, date and phone.

• Action
  Add Note to Contact

  Adds a free-text note to a person in NGP VAN, optionally with a note category and a contact history record.

• Action
  Add Survey Responses

  Records one or more survey question answers on a person in VAN, optionally with details of how and when they were canvassed.

• Action
  Create Financial Batch

  Creates a financial batch in NGP VAN for grouping contributions under a designation.

• Action
  Create or Update Contact With a Contribution

  Finds a matching contact (creating one if none exists, otherwise updating it) and records a contribution for that contact. Returns the contact's VAN ID and the new contribution ID.

• Action
  Delete code from contact

  Removes a single code (tag) from a contact in NGP VAN.

• Action
  Delete contact

  Deletes (suppresses) a contact record in NGP VAN by its VANID.

• Action
  Find Contact

  Finds the person in NGP VAN who matches the VAN ID, name, date of birth, phone numbers or email addresses you provide, and returns that person's full record.

• Action
  Find Financial Batch

  Finds financial batches whose names contain the given text.

• Action
  Get contact

  Returns a person record from NGP VAN by VAN ID, with optional phones, emails, addresses, custom fields and other details.

• Action
  List activist codes

  Returns the activist codes available in your VAN committee, optionally filtered by status, name or type.

• Action
  List campaigns

  Returns the campaigns in your NGP VAN account, with each campaign's name, type and status.

• Action
  List notes

  Returns the notes recorded on a person (contact) in NGP VAN.

• Action
  Merge contacts

  Merges a source contact into a target contact, keeping the target's values on conflicts and deleting the source.

• Action
  Subscribe Email

  Finds or creates a contact by email address and marks that email as subscribed.

• Action
  Tag a Contact

  Applies a tag or source code to an existing contact.

• Action
  Update note

  Updates the text, view restriction and category of an existing note on a person in NGP VAN.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.