Connect CleverReach and Productboard to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CleverReach
Choose an Action
Automatically do this!
Create a Note
Create Feature
List All Notes
List All Companies
List All Features
List All Components
List All Products
List all Feature Statuses
List All Custom Fields
List All Custom Fields's Values
List All Release Groups
List All Releases
List All Objectives
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Note
Triggers when a new note or piece of feedback is created in Productboard.
New Feature
Triggers when a new feature/sub-feature is created
Do thisActions
Action is the task that follows automatically within your CleverReach integrations.
Get Forms
Get all existing forms
Create a Note
Create Feature
List All Notes
Returns detail of all notes
List All Companies
Returns detail of all companies
List All Features
Returns detail of all features
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Frequently Asked Questions
To start, connect both your CleverReach and Productboard accounts to viaSocket. Once connected, you can set up a workflow where an event in CleverReach triggers actions in Productboard (or vice versa).
Absolutely. You can customize how CleverReach data is recorded in Productboard. This includes choosing which data fields go into which fields of Productboard, setting up custom formats, and filtering out unwanted information.
The data sync between CleverReach and Productboard typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CleverReach and Productboard. 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.
About CleverReach
CleverReach is a powerful email marketing tool designed to help businesses create, send, and analyze email campaigns with ease. It offers a range of features including customizable templates, automation, and detailed analytics to optimize your email marketing efforts.
Learn MoreAbout 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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