Setting up integration steps

Table of contents

• Available integrations
• Adding integrations steps in the workflow builder
• Accessing the integration setup guide
• Including dynamic workflow information through smart fields (Jira integration)

Available integrations

Integration	Step name	Description	Information required to connect integration	Links
	Custom integration	Push data from a Productiv workflow to any 3rd party application using webhooks. No action is needed within Productiv for this step.	HTTP endpoint Wait for callback (boolean)	Webhooks setup guide Resume workflow API
	Send email notification	Send a custom email notification when the step is triggered.		Access instructions
	Create NetSuite purchase order	Create a purchase order on NetSuite from Productiv when the step is triggered.	Netsuite account ID Netsuite token ID Netsuite token secret	Access instructions
	Start Ironclad workflow	Trigger a workflow in Ironclad. Once the Ironclad workflow is completed it will automatically sync the finalized contract from Ironclad to Productiv at the end of the renewal workflow	Instance type API key Company Id	Access instructions
	Create Ironclad record	Creates a record in Ironclad from Productiv when the step is triggered.	Instance type API key Company Id	Access instructions
	Create Jira ticket (Jira Cloud)	Automatically create Jira tickets from Productiv. Once the ticket is resolved in Jira, the workflow will automatically progress to the next step.	Jira hostname User Email API Token	Access instructions
	Create Jira ticket (Jira Data Center)	Automatically create Jira tickets from Productiv. Once the ticket is resolved in Jira, the workflow will automatically progress to the next step.	Jira hostname User Email API Token	Access instructions
	Create Coupa requisition	Create a requestion on Coupa from Productiv.	Base URL Client ID Client secret	Access instructions
	Create Zendesk ticket	Create Zendesk tickets from Productiv	Zendesk subdomain User email API token	Access instructions

Adding integrations steps in the workflow builder

1. To begin, drag and drop any of the Integration Steps into the workflow builder.
   
   
   
   
2. Click on the step and fill the requested information.
   
   
• If you haven't connected an instance yet, click the 'Connect new instance' button. A modal window will appear with information about the requirements and a link to the setup guide.
  
  

• • • Once you have successfully connected the integration, the instance will available in the modal (note: you may have to refresh the page to see the instance). Click on “Choose instance” (1) to see available instances and then click on “Select” (2).
      
      
      
      

Accessing the setup guide

1. Click on the integration step to open up the side panel.
   
   
   
   
   
2. Next, click the 'Connect new instance' button to open up the set up modal. Then click the setup guide provided in the top right area of the page to view detailed instructions for each integration.
   
   

Including dynamic workflow information through smart fields (Jira, Ironclad integrations)

Adding smart fields

• Open the relevant integration step: Locate the integration step where you want to add the information.
• Click "Add smart field": Find the field where you want to include the workflow data and click on the "Add smart field" button.
  
  
  
  
• Select your smart field: A dropdown menu will appear with a list of available smart fields. Choose the one that best suits your needs.
  
  
  
  
• Include relevant information: Depending on the chosen smart field, you can access details like form information, app contacts, custom fields, contract information, and app metadata.
  
  

Available Smart Fields

• Form information: Information from connected forms

• App contacts: Information related to the app's contacts.
• Custom fields: Any custom fields associated with the app.
• Contract information: Details about the app's contract.
• Form information: Information from connected forms
• App metadata: Additional information about the app.