Connect Productboard and BoldSign
Integrate Productboard with BoldSign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in BoldSign when New Note Is Created in Productboard
List Contacts from BoldSign when New Note Is Created in Productboard
Delete Document in Boldsign when New Note Is Created in Productboard
Create Contact in BoldSign when New Feature Is Created in Productboard
List Contacts from BoldSign when New Feature Is Created in Productboard
Popular Productboard + BoldSign flows
Start from a real workflow other teams are already running.
Choose a trigger
Productboard
When this happens...
New Note Is Created
New Feature Is Created
Choose an action
BoldSign
Automatically do this!
Create Contact
List Contacts
Delete Document
Create Contact in BoldSign when New Note Is Created in Productboard
Use this flowList Contacts from BoldSign when New Note Is Created in Productboard
Use this flowDelete Document in Boldsign when New Note Is Created in Productboard
Use this flowCreate Contact in BoldSign when New Feature Is Created in Productboard
Use this flowList Contacts from BoldSign when New Feature Is Created in Productboard
Use this flowDelete Document in Boldsign when New Feature Is Created in Productboard
Use this flowCreate a Note in Productboard when Draft Created in BoldSign
Use this flowCreate a Feature in Productboard when Draft Created in BoldSign
Use this flowList All Notes in Productboard when Draft Created in BoldSign
Use this flowList Companies from Productboard when Draft Created in BoldSign
Use this flowSupported Triggers & Actions
Everything you can automate between Productboard and BoldSign.
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.
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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AI will build it for you
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 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
About 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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Productboard and BoldSign 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 Productboard and BoldSign 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 BoldSign. No coding required.
Yes. You can set up a workflow where Productboard triggers actions in BoldSign, and a separate workflow where BoldSign triggers actions in Productboard. 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 Productboard and BoldSign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Productboard and BoldSign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
