Integration

Connect Productboard to ChartMogul

When something happens in Productboard, your agent does the next thing in ChartMogul. Describe it in plain language and the automation is built, tested on every branch and kept running.

Productboard4 triggersProductboard12 actionsChartMogul24 actions

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What do you want Productboard and ChartMogul 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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Everything your agent can do with Productboard and ChartMogul

Triggers and actions 4 triggers · 36 actions

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.
Action
Add a Custom Attribute to a Customer via Email
Adds a custom attribute to every ChartMogul customer with the given email address.
Action
Add a Custom Attribute to a Customer via External ID
Adds a custom attribute to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the attribute.
Action
Add a Custom Attribute to a Customer via UUID
Adds a custom attribute to one ChartMogul customer, identified by ChartMogul's customer ID.
Action
Add Tags to a Customer via Email
Adds one or more tags to every ChartMogul customer with the given email address.
Action
Add Tags to a Customer via External ID
Adds one or more tags to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the tags.
Action
Add Tags to a Customer via UUID
Adds one or more tags to one ChartMogul customer, identified by ChartMogul's customer ID.
Action
Create a Contact
Creates a contact person on a ChartMogul customer.
Action
Create a Customer
Creates a new customer in ChartMogul under one of your data sources.
Action
Create an Opportunity
Creates a sales opportunity (deal) on a ChartMogul customer.
Action
Create a Note or Call Log
Logs a note or a call against a ChartMogul customer.
Action
Create a Task
Creates a task on a ChartMogul customer and assigns it to a team member.
Action
List Customer's Opportunities
Returns the sales opportunities (deals) on a ChartMogul customer.
Action
List Customer's Tasks
Returns the tasks on a ChartMogul customer.
Action
Merge Customers
Merges one ChartMogul customer into another. Identify each side either by its ChartMogul ID or by your own external ID plus its data source.
Action
Retrieve a Customer Profile
Returns one ChartMogul customer's full profile, including its tags and custom attributes.
Action
Retrieve a Metric
Returns one ChartMogul subscription metric over a date range, such as MRR, ARR, customer count or churn rate.
Action
Search Contacts
Finds ChartMogul contacts by email, customer or data source.
Action
Search for Customer via Email
Finds ChartMogul customers by email address.
Action
Search for Customer via External ID
Finds ChartMogul customers by the ID they carry in your own billing system.
Action
Update a Contact
Updates a ChartMogul contact. Only the fields you fill in are changed.
Action
Update a Customer
Updates a ChartMogul customer. Only the fields you fill in are changed.
Action
Update an Opportunity
Updates a ChartMogul sales opportunity. Only the fields you fill in are changed.
Action
Update a Note or Call Log
Updates a note or call log on a ChartMogul customer. Only the fields you fill in are changed.
Action
Update a Task
Updates a task on a ChartMogul customer. Only the fields you fill in are changed.

Each app on its own

The other way round: ChartMogul to Productboard