Integrations Productboard MyDocSafe
Productboard + MyDocSafe

Connect Productboard and MyDocSafe to Build Intelligent Automations

Choose a Trigger

Productboard

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use Productboard and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Note

New Note

Triggers when a new note or piece of feedback is created in Productboard.

New Feature

New Feature

Triggers when a new feature/sub-feature is created

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Request a new Trigger for Productboard

Do thisActions

Action is the task that follows automatically within your Productboard integrations.

Create a Note

Create a Note

Create Feature

Create Feature

List All Notes

List All Notes

Returns detail of all notes

List All Companies

List All Companies

Returns detail of all companies

List All Features

List All Features

Returns detail of all features

List All Components

List All Components

Returns detail of all components

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Frequently Asked Questions

How do I start an integration between Productboard and MyDocSafe?

To start, connect both your Productboard and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Productboard triggers actions in MyDocSafe (or vice versa).

Can we customize how data from Productboard is recorded in MyDocSafe?

Absolutely. You can customize how Productboard data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Productboard and MyDocSafe?

The data sync between Productboard and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Productboard to MyDocSafe?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Productboard and MyDocSafe?

Yes, you can set conditional logic to control the flow of data between Productboard and MyDocSafe. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Productboard

About Productboard

Productboard is a product management system that helps teams get the right products to market faster. It provides tools for gathering user feedback, prioritizing features, and aligning everyone on the roadmap.

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MyDocSafe

About MyDocSafe

MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.

Learn More