Connect WhatConvert and Productboard
Integrate WhatConvert with Productboard to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Lead in WhatConvert when New Note Is Created in Productboard
List Accounts from WhatConvert when New Note Is Created in Productboard
Create Lead in WhatConvert when New Note Is Created in Productboard
List Users from WhatConvert when New Note Is Created in Productboard
List Leads from WhatConvert when New Note Is Created in Productboard
Popular WhatConvert + Productboard flows
Start from a real workflow other teams are already running.
Choose a trigger
WhatConvert
When this happens...
When a new lead is created
When an existing lead is updated
Choose an action
Productboard
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
Update Lead in WhatConvert when New Note Is Created in Productboard
Use this flowList Accounts from WhatConvert when New Note Is Created in Productboard
Use this flowCreate Lead in WhatConvert when New Note Is Created in Productboard
Use this flowList Users from WhatConvert when New Note Is Created in Productboard
Use this flowList Leads from WhatConvert when New Note Is Created in Productboard
Use this flowList Profiles from WhatConvert when New Note Is Created in Productboard
Use this flowFind or Create Lead in WhatConvert when New Note Is Created in Productboard
Use this flowUpdate Lead in WhatConvert when New Feature Is Created in Productboard
Use this flowList Accounts from WhatConvert when New Feature Is Created in Productboard
Use this flowCreate Lead in WhatConvert when New Feature Is Created in Productboard
Use this flowSupported Triggers & Actions
Everything you can automate between WhatConvert and Productboard.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
When an existing lead is updated
Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first created).
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 WhatConvert integrations.
Update Lead
Update an existing lead's contact, status, custom fields, or additional details.
List Accounts
List account details, optionally filtered by date range, sorted, and paginated.
Create Lead
Create a lead with contact, conversion attribution, and custom field details.
List Users
Retrieve a paginated list of users, optionally filtered by user type and sort order.
List Leads
List WhatConverts leads using optional filters, pagination, and selected response fields.
List Profiles
List profiles for an account with optional pagination, date range, and sorting.
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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AI will build it for you
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 WhatConvert
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your WhatConvert and Productboard 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 WhatConvert and Productboard 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 Productboard. No coding required.
Yes. You can set up a workflow where WhatConvert triggers actions in Productboard, and a separate workflow where Productboard triggers actions in WhatConvert. 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 WhatConvert and Productboard. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WhatConvert and Productboard integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
