Integration

Connect Productboard to Freshworks CRM

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

Productboard4 triggersProductboard12 actionsFreshworks CRM6 triggersFreshworks CRM17 actions

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What do you want Productboard and Freshworks CRM 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 Freshworks CRM

Triggers and actions 10 triggers · 29 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.
Trigger
New Account
Polling trigger: fires when a new sales account is created. Sorted by created_at descending.
Trigger
New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
Trigger
New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
Trigger
New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
Trigger
New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
Trigger
New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
Action
Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
Action
Create Account
Creates a new sales account in Freshworks CRM.
Action
Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
Action
Create Contact
Creates a new contact in Freshworks CRM.
Action
Create Deal
Creates a new deal in Freshworks CRM.
Action
Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
Action
Find Account by Name
Looks up a sales account by name using the lookup endpoint.
Action
Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
Action
Find deal by custom field
Searches for a deal by the selected custom field. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
Action
Find deal by name
Searches for a deal by name. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
Action
Find deal stage by name
Searches for a deal stage by name. If a single match is found, emits the stage's details. If none or multiple match, an error occurs.
Action
Find pipeline by name
Searches for a pipeline by name. If a single match is found, emits the pipeline's details. If none or multiple match, an error occurs.
Action
Get Account
Retrieves a sales account by ID in Freshworks CRM.
Action
Get Contact
Retrieves a contact by ID in Freshworks CRM.
Action
Get Deal
Retrieves a deal by ID in Freshworks CRM.
Action
Update Contact
Updates an existing contact by ID in Freshworks CRM.
Action
Update Deal
Updates an existing deal by ID in Freshworks CRM.

Each app on its own

The other way round: Freshworks CRM to Productboard