Connect Productboard and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Note
New Feature
Choose an Action
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Ready to use Productboard and Clientary automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Expense
A new expense in Clientary.
New Project
Triggered when a new project is created in Clientary.
New Client
Triggered when a new client is created in Clientary.
New Estimate
Triggered when a new estimate is created in Clientary.
Do thisActions
Action is the task that follows automatically within your Productboard integrations.
Create a Note
Create Feature
List All Notes
Returns detail of all notes
List All Companies
Returns detail of all companies
List All Features
Returns detail of all features
List All Components
Returns detail of all components
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Frequently Asked Questions
To start, connect both your Productboard and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Productboard triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Productboard data is recorded in Clientary. This includes choosing which data fields go into which fields of Clientary, setting up custom formats, and filtering out unwanted information.
The data sync between Productboard and Clientary 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 Clientary. 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 Clientary
Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.
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