Connect Template To and Productboard to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
Choose an Action
Automatically do this!
Create a Note
Create a Feature
List All Notes
List Companies
List Features
List All Components
List All Products
List all Feature Statuses
List Custom Fields
List Custom Field Values
List All Release Groups
List Releases
List Objectives
Ready to use Template To and Productboard automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
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.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Create PDF From HTML
Generate a PDF from HTML and return its file details.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
Create a Note
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Frequently Asked Questions
To start, connect both your Template To and Productboard accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Productboard (or vice versa).
Absolutely. You can customize how Template To data is recorded in Productboard. This includes choosing which data fields go into which fields of Productboard, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Productboard 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 Template To and Productboard. 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 Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn MoreAbout 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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