Connect Productroad and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Post
Choose an Action
Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Ready to use Productroad and Copilot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Trigger when new post created.
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your Productroad integrations.
Change Post Status
To change status of the post you need to know ID of that post
Create Post
You can create posts on your own behalf or on behalf of your users.
Create a post on behalf of the customer
The request is identical to creating a post on your own behalf, but you need to add the email and full_name parameters, containing the email and username,
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
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Frequently Asked Questions
To start, connect both your Productroad and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Productroad triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Productroad data is recorded in Copilot. This includes choosing which data fields go into which fields of Copilot, setting up custom formats, and filtering out unwanted information.
The data sync between Productroad and Copilot 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 Productroad and Copilot. 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 Productroad
Productroad is a comprehensive platform designed to streamline product management processes. It offers tools for roadmapping, feedback collection, and prioritization, enabling teams to efficiently plan and execute product strategies. With Productroad, product managers can align their teams, gather valuable insights from stakeholders, and ensure that product development is on track and aligned with business goals.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
