Connect Productboard and BoldSign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Note Is Created
New Feature Is Created
Choose an Action
Automatically do this!
Create Contact
List Contacts
Delete Document
Ready to use Productboard and BoldSign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Draft Created
Sends a notification to viaSocket whenever a new draft is created in BoldSign.
Document Send
Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.
Teamplate Create
Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.
Template send
Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.
Do thisActions
Action is the task that follows automatically within your Productboard 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.
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Frequently Asked Questions
To start, connect both your Productboard and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Productboard triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Productboard data is recorded in BoldSign. This includes choosing which data fields go into which fields of BoldSign, setting up custom formats, and filtering out unwanted information.
The data sync between Productboard and BoldSign 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 Productboard and BoldSign. 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 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 MoreAbout BoldSign
BoldSign is a comprehensive electronic signature solution designed to streamline the signing process for businesses and individuals. It offers a secure and efficient way to manage and execute documents online.
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