Connect Zoho Books and Productboard
Integrate Zoho Books with Productboard to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Note in Productboard when New Sales Invoice in Zoho Books
Create a Feature in Productboard when New Sales Invoice in Zoho Books
List All Notes in Productboard when New Sales Invoice in Zoho Books
List Companies from Productboard when New Sales Invoice in Zoho Books
List Features from Productboard when New Sales Invoice in Zoho Books
Popular Zoho Books + Productboard flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Books
When this happens...
New Sales Invoice
Sales Invoice Updated
When a new estimate is created
When a new customer is created
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
Create a Note in Productboard when New Sales Invoice in Zoho Books
Use this flowCreate a Feature in Productboard when New Sales Invoice in Zoho Books
Use this flowList All Notes in Productboard when New Sales Invoice in Zoho Books
Use this flowList Companies from Productboard when New Sales Invoice in Zoho Books
Use this flowList Features from Productboard when New Sales Invoice in Zoho Books
Use this flowList All Components from Productboard when New Sales Invoice in Zoho Books
Use this flowList All Products from Productboard when New Sales Invoice in Zoho Books
Use this flowList all Feature Statuses from Productboard when New Sales Invoice in Zoho Books
Use this flowList Custom Fields from Productboard when New Sales Invoice in Zoho Books
Use this flowList Custom Field Values from Productboard when New Sales Invoice in Zoho Books
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Books and Productboard.
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Runs when a new sales invoice is created in Zoho Books.
Sales Invoice Updated
Runs when a sales invoice is updated
When a new estimate is created
Runs the workflow automatically whenever a new estimate is created in the account.
When a new customer is created
Runs the workflow automatically whenever a new customer is created in the account.
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 Zoho Books integrations.
Create Invoice
Creates a new invoice for a selected customer.
Create Or Update Customer
Creates a new customer or updates an existing customer in Zoho Books.
Update Invoice
Update an existing invoice’s customer, line items, taxes, discounts, shipping, tags, or custom fields.
Update Contact
Update a customer's details by their customer ID.
Find Invoice
Finds an existing invoice in Zoho Books and returns its details.
Create Item
Creates a new item.
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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About Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
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 Zoho Books 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 Zoho Books 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 Zoho Books triggers actions in Productboard, and a separate workflow where Productboard triggers actions in Zoho Books. 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 Zoho Books and Productboard. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Books 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.
