Connect Productboard and Microsoft Excel to Build Intelligent Automations
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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
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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Step by step guides to integrate Productboard and Microsoft Excel
Frequently Asked Questions
To start, connect both your Productboard and Microsoft Excel accounts to viaSocket. Once connected, you can set up a workflow where an event in Productboard triggers actions in Microsoft Excel (or vice versa).
Absolutely. You can customize how Productboard data is recorded in Microsoft Excel. This includes choosing which data fields go into which fields of Microsoft Excel, setting up custom formats, and filtering out unwanted information.
The data sync between Productboard and Microsoft Excel 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 Microsoft Excel. 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.
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About Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
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