Connect Cloze and Productboard to Build Intelligent Automations
Choose a Trigger
When this happens...
Person Change
Company Change
Project Change
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.
Person Change
Triggers when a person is changed.
Company Change
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Project Change
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
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 Cloze integrations.
Delete Company
Deletes an existing company by its company Id
Create ToDo
Creates a new Todo
Add a Communication Record
Create a new Communication Record
Create a Person
Creates a new person
Create a Project
Create a new Project
Create Timeline Event
Creates a new Timeline Event
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Frequently Asked Questions
To start, connect both your Cloze and Productboard accounts to viaSocket. Once connected, you can set up a workflow where an event in Cloze triggers actions in Productboard (or vice versa).
Absolutely. You can customize how Cloze 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 Cloze 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 Cloze 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 Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
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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