Connect ClearCRM and Productboard
Integrate ClearCRM with Productboard to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Note in Productboard when Get recent contracts from ClearCRM
Create a Feature in Productboard when Get recent contracts from ClearCRM
List All Notes in Productboard when Get recent contracts from ClearCRM
List Companies from Productboard when Get recent contracts from ClearCRM
List Features from Productboard when Get recent contracts from ClearCRM
Popular ClearCRM + Productboard flows
Start from a real workflow other teams are already running.
Choose a trigger
ClearCRM
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an action
Productboard
Automatically do this!
Create a Note
Create a Feature
List All Notes
List Companies
List Features
List All Components
List All Products
List all Feature Statuses
List Custom Fields
List Custom Field Values
List All Release Groups
List Releases
List Objectives
Create a Note in Productboard when Get recent contracts from ClearCRM
Use this flowCreate a Feature in Productboard when Get recent contracts from ClearCRM
Use this flowList All Notes in Productboard when Get recent contracts from ClearCRM
Use this flowList Companies from Productboard when Get recent contracts from ClearCRM
Use this flowList Features from Productboard when Get recent contracts from ClearCRM
Use this flowList All Components from Productboard when Get recent contracts from ClearCRM
Use this flowList All Products from Productboard when Get recent contracts from ClearCRM
Use this flowList all Feature Statuses from Productboard when Get recent contracts from ClearCRM
Use this flowList Custom Fields from Productboard when Get recent contracts from ClearCRM
Use this flowList Custom Field Values from Productboard when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Productboard.
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.
Create a Note
Create a Feature
List All Notes
Returns detail of all notes
List Companies
Get all companies and their details from Productboard.
List Features
Get all features and their details from Productboard.
List All Components
Get details for all components in your Productboard account.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn moreSimilar apps
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Productboard accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and Productboard as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Productboard. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Productboard, and a separate workflow where Productboard triggers actions in ClearCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClearCRM and Productboard. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Productboard integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
