Integration
Connect Productboard to CentralStationCRM
When something happens in Productboard, your agent does the next thing in CentralStationCRM. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Productboard and CentralStationCRM to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 8 triggers · 27 actions
Trigger
New FeatureTriggered when a new feature is created in Productboard.
Trigger
New NoteTriggered when a new note (a piece of customer feedback) is created in Productboard.
Trigger
Updated FeatureTriggered when a feature is created or changed in Productboard.
Trigger
Updated NoteTriggered when a note (a piece of customer feedback) is created or changed in Productboard.
Action
Create CompanyCreates 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 FeatureCreates 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 NoteCreates 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 NoteLooks 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 CompanyReturns 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 IDReturns one feature from Productboard by its ID, including its name, description, owner, status and any custom fields set up in your workspace.
Action
List ComponentsReturns 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 MembersReturns 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 RelationshipsReturns everything a Productboard note is linked to — the customer or company it came from and the features it has been connected to.
Action
List ProductsReturns 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 ReleasesReturns the releases in your Productboard workspace — the buckets features are grouped into for delivery — with their status and dates.
Action
Update NoteChanges an existing note in Productboard. Only the values you fill in are sent, so anything left empty keeps its current value.
Trigger
New CompanyTriggered when a new company is created in CentralStationCRM.
Trigger
New DealTriggered when a new deal is created in CentralStationCRM.
Trigger
New PersonTriggered when a new person (contact) is created in CentralStationCRM.
Trigger
New TaskTriggered when a new task is created in CentralStationCRM.
Action
Create CompanyCreates a company in CentralStationCRM.
Action
Create DealCreates a deal in CentralStationCRM.
Action
Create PersonCreates a new person (contact) in CentralStationCRM with the name, salutation, title and background notes you supply, and returns the new person's id and stored details.
Action
Create TaskCreates a new task in CentralStationCRM with the text, due date and responsible user you supply, optionally attached to a person, company or deal, and returns the new task's id and details.
Action
Find CompanySearches CentralStationCRM for companies whose name matches the text you supply, and returns the matching company records (empty when nothing matches).
Action
Find PersonSearches CentralStationCRM for people matching the name or email address you supply, and returns the matching person records (empty when nothing matches).
Action
Get CompanyReturns one company from CentralStationCRM by its id, including the company's individual (custom) field values.
Action
Get DealReturns one deal from CentralStationCRM by its id, including the deal's individual (custom) field values.
Action
List CompaniesReturns a page of companies from CentralStationCRM, with each company's id, name, background and timestamps.
Action
List DealsReturns a page of deals from CentralStationCRM, with each deal's id, name, value, stage, pipeline and company.
Action
List PeopleReturns a page of people (contacts) from CentralStationCRM, with each person's id, name, title and notes.
Action
List TasksReturns a page of tasks from CentralStationCRM, with each task's name, due date, done flag and the person, company or deal it belongs to.
Action
Update CompanyUpdates an existing company in CentralStationCRM and returns the company as it stands after the update. Fields left blank are not changed.
Action
Update DealUpdates an existing deal in CentralStationCRM and returns the deal as it stands after the update. Fields left blank are not changed.
Action
Update PersonUpdates an existing person (contact) in CentralStationCRM and returns the person as they stand after the update. Fields left blank are not changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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