Connect Productboard and CallRail
Integrate Productboard with CallRail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Text Message via CallRail when New Note Is Created in Productboard
Create Outbound Call with CallRail when New Note Is Created in Productboard
Send Text Message via CallRail when New Feature Is Created in Productboard
Create Outbound Call with CallRail when New Feature Is Created in Productboard
Create a Note in Productboard when Inbound Call Arrives in CallRail
Popular Productboard + CallRail 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
CallRail
Automatically do this!
Send Text Message
Create Outbound Call
Send Text Message via CallRail when New Note Is Created in Productboard
Use this flowCreate Outbound Call with CallRail when New Note Is Created in Productboard
Use this flowSend Text Message via CallRail when New Feature Is Created in Productboard
Use this flowCreate Outbound Call with CallRail when New Feature Is Created in Productboard
Use this flowCreate a Note in Productboard when Inbound Call Arrives in CallRail
Use this flowCreate a Feature in Productboard when Inbound Call Arrives in CallRail
Use this flowList All Notes in Productboard when Inbound Call Arrives in CallRail
Use this flowList Companies from Productboard when Inbound Call Arrives in CallRail
Use this flowList Features from Productboard when Inbound Call Arrives in CallRail
Use this flowList All Components from Productboard when Inbound Call Arrives in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between Productboard and CallRail.
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.
Inbound Call Arrives
Runs when inbound call arrives
Text Message Sent
Runs when text message is sent
Outbound Call Ends
Runs when outbound call ends.
Call Routing Completes
Runs when Call Routing Completes
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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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 CallRail
CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Productboard and CallRail 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 CallRail 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 CallRail. No coding required.
Yes. You can set up a workflow where Productboard triggers actions in CallRail, and a separate workflow where CallRail 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 CallRail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Productboard and CallRail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
