Connect Concord CLM and Productboard
Integrate Concord CLM with Productboard to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Agreements in Concord CLM when New Feature Is Created in Productboard
Create Organization in Concord CLM when New Feature Is Created in Productboard
Create Executed Document in Concord CLM when New Feature Is Created in Productboard
List Organizations in Concord CLM when New Feature Is Created in Productboard
List Organization Folders in Concord CLM when New Feature Is Created in Productboard
Popular Concord CLM + Productboard flows
Start from a real workflow other teams are already running.
Choose a trigger
Concord CLM
When this happens...
When a new contract agreement is created
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
Find Agreements in Concord CLM when New Feature Is Created in Productboard
Use this flowCreate Organization in Concord CLM when New Feature Is Created in Productboard
Use this flowCreate Executed Document in Concord CLM when New Feature Is Created in Productboard
Use this flowList Organizations in Concord CLM when New Feature Is Created in Productboard
Use this flowList Organization Folders in Concord CLM when New Feature Is Created in Productboard
Use this flowCreate a Note in Productboard when When a new contract agreement is created in Concord CLM
Use this flowCreate a Feature in Productboard when When a new contract agreement is created in Concord CLM
Use this flowList All Notes in Productboard when When a new contract agreement is created in Concord CLM
Use this flowList Companies from Productboard when When a new contract agreement is created in Concord CLM
Use this flowList Features from Productboard when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Productboard.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contract agreement is created
Runs the workflow automatically when a new contract agreement is created in Concord.
New Note Is Created
Runs when a new note or piece of feedback is created in Productboard.
New Feature Is Created
Runs when a new feature or sub-feature is created in Productboard.
Do thisActions
Action is the task that follows automatically within your Concord CLM integrations.
Create Organization
Create a new organization. Optionally set a description, parent organization, job title, and send invitation emails with a custom title or message.
Create Executed Document
Create an executed (signed and finalized) document by template or without template in the organization.
List Organizations
Retrieve all organizations or a specific organization from your account. Supports name filtering and selecting specific fields.
List Organization Folders
Get folders in an organization. Optionally filter to top-level, bookmarked, or name-matching folders, and choose whether to flatten nested folders.
Find Agreements
Search an organization's agreements using statuses, advanced filters, and pagination.
Create a Note
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 Concord CLM
Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
Learn more
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 Concord CLM 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 Concord CLM 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 Concord CLM triggers actions in Productboard, and a separate workflow where Productboard triggers actions in Concord CLM . 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 Concord CLM and Productboard. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM 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.
