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The Productive integration makes budgets, time and bookings available in your client work. Ask how much of a budget is used, what profit margin a deal is running at, or who is booked on a project next week, and Hebno answers from Productive with each budget, time entry and booking cited. When a request implies a change, such as logging time or booking a consultant, Hebno shows a confirmation card and writes to Productive only after you confirm.

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At a glance

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Before you start

You need:
  • An owner or admin role in Hebno.
  • A Productive user for the integration whose role can view the projects, budgets, deals and people Hebno should read. Productive applies that user’s permissions to every API call.
  • An API token for that user and your organisation ID.
Create the token in Productive under Settings → API integrations and select Generate new token. Choose Full access if members should write back, or Read-only for reads only. Copy the token and the organisation ID shown on the same page. Productive does not use scope strings. Access comes from the token’s access level and the role of the user who created it.
Financial fields such as revenue, cost and profit appear only when the token’s user can view financial data in Productive. A role without that permission returns budgets with hours only, not amounts.

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Connect Productive

1

Allow the integration

Open Admin → Connectors → Catalogue, find Productive under PSA, time and resourcing, and set it to Allow.
2

Connect the organisation

Select Connect, enter the API token and organisation ID, then select Test connection. Hebno checks that it can connect to Productive and lists the areas the token can read and write.
3

Choose teams and data areas

Under Who can use it, choose All teams or pick teams. Under Data areas, choose what members can see. See Data areas.
4

Set access

Leave Access on Read and write to let members propose time entries, tasks, bookings and comments, or choose Read only.
The card shows Connected with the Productive organisation name. Members in the selected teams can use Productive in chat straight away. Members can link their own Productive token so writes are made in their name under their own Productive permissions.
  1. In Productive, open Settings → API integrations, select Generate new token and choose Full access.
  2. In Hebno, open Settings → Connections, find Productive and select Link your account.
  3. Paste the token and select Link.
When your token is linked, Hebno reads and writes as you: time entries are logged against your person record, and you see only the projects and budgets your Productive role allows.

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Data areas

Data areas control what members of the allowed teams can see through the organisation connection. They apply on top of whatever the token can read in Productive.
Admin connector panel showing who can use it, access and data areas

An organisation connection with team access and data areas. Financial figures default to owners and admins.

To share profitability with delivery leads, open the Productive card in Admin → Connectors, select Financials and add the teams that should see them.
When a member has linked their own token, Hebno uses that member’s Productive permissions instead of the organisation connection. Data areas still apply, so a member never sees more through Hebno than both Productive and your Hebno settings allow.

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What Hebno reads

Profit and margin come from Productive’s own budget calculations at the time of the request, so figures match what finance sees in Productive. Reads are live. Hebno queries Productive when a request needs it. Only what a reply used is stored with the conversation as its sources.

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What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select Confirm.
Confirmation card for Productive with editable fields

A Productive change pending confirmation. Nothing is written until you confirm.

Hebno never approves time, changes budgets, prices or rates, moves deals between stages, or creates or sends invoices in Productive. If you have linked your own token, the booking is created as you. Otherwise it is created through the organisation connection, with the write recorded against you in Admin → Logs → Integrations. Linking marks which Productive project and budgets belong to a Hebno project, so you can ask “how much budget is left?” without naming them.
  1. Open the project and select Brain.
  2. Under Linked records, select Link record, then Productive.
  3. Search by project name, number or client, and select the project. Add budgets or a deal if the engagement uses more than one.
In chats tagged to the project, Hebno starts with the linked records for any budget, time or booking question, and cards default to them. See Linked records.

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Use Productive in chat

  • Attach: open the + menu, choose Sources → Productive, and pick a project, a budget, a deal, a task or your time entries. Or type / and choose Productive.
  • Ask: name the client, project or budget in your request. For example:
    How much of the Contoso pricing review budget is used, and what margin is it running at?
    List everyone booked on Contoso for the next two weeks, including tentative bookings.
    Log 3 hours on the Contoso budget, analysis service, for today with the note “Store-level pricing extract”.
  • Research runs show a Checking Productive step, with a chip for each budget, booking and time entry it read.
  • Agents can read Productive on a schedule, for example a Monday brief on budget used and profit across active projects. Writes an agent proposes appear in agent approvals for review.

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Troubleshooting