Connect ChargeOver and Productboard

Both apps 37ChargeOver 21Productboard 16

• Trigger
  Contact Was Updated

  Triggers when a contact is updated in ChargeOver.

• Action
  Add item

  Create an item (product or discount).

• Action
  Add note

  Add a note to a customer, invoice, etc.

• Action
  Add Transaction

  records a payment, refund or credit against a customer (e.g. transaction_type=pay, gateway_method=check, amount) without charging a payment gateway. Creates a transaction record.

• Action
  Cancel a Subscription

  Cancel an existing subscription in ChargeOver.

• Action
  Create a Contact

  Create a new contact in ChargeOver.

• Action
  Create a Customer

  Create a new customer in ChargeOver.

• Action
  Create an Invoice

  Create a new Invoice in ChargeOver.

• Action
  Create a Subscription

  Create a new subscription in ChargeOver.

• Action
  Delete Item

  deletes an item (product/discount) by id.

• Action
  Find Contact

  Finds an existing contact by a specified field.

• Action
  Find Customer

  Finds an existing customer by a specified field.

• Action
  Find Item (Product, Discount)

  Finds an existing item (product, discount) by a specified field.

• Action
  Find Subscription

  Finds an existing subscription by a specified field.

• Action
  List Notes

  Lists the notes attached to a ChargeOver record (customer, invoice, subscription, contact), filtered by record type and record ID.

• Action
  Update a Customer

  Update a existing customer in ChargeOver.

• Action
  Update contact

  Update a user/contact.

• Action
  Update invoice

  Update an invoice.

• Action
  Update item

  Update an item.

• Action
  Update subscription

  Update a subscription (package).

• Action
  Void Transaction

  marks an existing transaction voided in ChargeOver (logs an externally-voided transaction; does not contact the gateway), changing its status.

• Trigger
  New Feature

  Triggered when a new feature is created in Productboard.

• Trigger
  New Note

  Triggered when a new note (a piece of customer feedback) is created in Productboard.

• Trigger
  Updated Feature

  Triggered when a feature is created or changed in Productboard.

• Trigger
  Updated Note

  Triggered when a note (a piece of customer feedback) is created or changed in Productboard.

• Action
  Create Company

  Creates a company record in Productboard so customer feedback and insights can be attributed to it. Returns the new company's ID and a link to open it in Productboard.

• Action
  Create Feature

  Creates a feature in Productboard under a product or component you choose. Optionally sets the description, owner and status. Returns the new feature's ID and a link to open it in Productboard.

• Action
  Create Note

  Creates a note (a piece of customer feedback) in Productboard. Optionally attributes it to a company or customer, links it to a feature, and applies existing tags. Returns the new note's ID and a link to open it in Productboard.

• Action
  Find Note

  Looks up a single note (customer feedback) in Productboard. Narrows the list by owner, created date and processed/archived state, then matches the text you give against the note's title and body. Returns the first match, or found=false.

• Action
  Get Company

  Returns one company from Productboard by its ID, including its name, domain, description, owner and any custom fields set up in your workspace.

• Action
  Get Feature by ID

  Returns one feature from Productboard by its ID, including its name, description, owner, status and any custom fields set up in your workspace.

• Action
  List Components

  Returns the components in your Productboard workspace — the folders that features live under. Use a component's ID as the parent when creating a feature.

• Action
  List Members

  Returns the people who have access to your Productboard workspace, with their email address and role. Optionally search by name or email and filter by role.

• Action
  List Note Relationships

  Returns everything a Productboard note is linked to — the customer or company it came from and the features it has been connected to.

• Action
  List Products

  Returns the products in your Productboard workspace — the top level of the product hierarchy. Use a product's ID as the parent when creating a feature or component.

• Action
  List Releases

  Returns the releases in your Productboard workspace — the buckets features are grouped into for delivery — with their status and dates.

• Action
  Update Note

  Changes an existing note in Productboard. Only the values you fill in are sent, so anything left empty keeps its current value.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.