--- title: "Connect Productboard to Kartra - APIANT.ai" description: "When \"New Feature\" fires in Productboard, your agent runs \"Create New Lead\" in Kartra." canonical: "https://apiant.ai/connect/productboard-to-kartra" --- # Connect Productboard to Kartra When **New Feature** fires in [Productboard](https://apiant.ai/connections/productboard), your agent runs **Create New Lead** in [Kartra](https://apiant.ai/connections/kartra). Describe the whole flow and it is built, tested on every scenario and kept running. Productboard **4** triggers Productboard **12** actions Kartra **23** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Productboard and Kartra to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Productboard can start in Kartra - When **New Feature** in Productboard then **Create New Lead** in Kartra - When **New Note** in Productboard then **Assign Tag to Lead** in Kartra Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Productboard and Kartra ## Triggers and actions 4 triggers · 35 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 **Assign Tag to Lead** Assigns an existing tag to a lead, identified by email address. - Action **Cancel a Subscription** Cancels a recurring payment subscription, found by transaction ID or subscription ID. - Action **Cancel Lead Subscription to Calendar** Cancels a lead's booking in a calendar class. - Action **Create New Lead** Creates a new lead. Fails if a lead with that email already exists. - Action **Edit Lead** Updates an existing lead, found by lead ID or email address. - Action **Edit Subscription** Changes the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited. - Action **Modify Subscription Status** Pauses, resumes or cancels a recurring payment subscription. - Action **Refund a Transaction** Refunds a payment transaction, in full or in part. - Action **Remove Points From a Lead** Deducts points from a lead's score. - Action **Retrieve All the Custom Fields in Your Account** Returns every custom field in the account, with its type and options. - Action **Retrieve All the Lists in Your Account** Returns the names of every list in the account. - Action **Retrieve All the Sequences in Your Account** Returns the names of every sequence in the account. - Action **Retrieve All the Tags in Your Account** Returns the names of every tag in the account. - Action **Retrieve Lead Details** Returns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email. - Action **Retrieve Subscription Details** Returns the details of one recurring payment subscription. - Action **Retrieve Transaction Details** Returns the details of one payment transaction. - Action **Search Lead** Finds a lead by lead ID or email address and returns the lead's profile. - Action **Subscribe Lead to Calendar** Books a lead into a class on a Kartra calendar. - Action **Subscribe Lead to List** Subscribes a lead to an existing mailing list. - Action **Subscribe Lead to Sequence** Adds a lead to a sequence, starting at the given step. - Action **Unassign Tag From Lead** Removes a tag from a lead, identified by email address. - Action **Unsubscribe Lead From List** Unsubscribes a lead from a mailing list. - Action **Unsubscribe Lead From Sequence** Removes a lead from a sequence. ## Each app on its own - [ **Productboard** Productboard is beautiful, simple, and powerful product management.](https://apiant.ai/connections/productboard) - [ **Kartra** Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site...](https://apiant.ai/connections/kartra) Reviews ## What our customers say ## More from Productboard - [ **Productboard to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/productboard-to-salesforce) - [ **Productboard to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/productboard-to-slack) - [ **Productboard to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/productboard-to-google-sheets) - [ **Productboard to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/productboard-to-stripe) - [ **Productboard to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/productboard-to-shopify) - [ **Productboard to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/productboard-to-quickbooks-online) ## More into Kartra - [ **HubSpot to Kartra** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-kartra) - [ **Salesforce to Kartra** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-kartra) - [ **Slack to Kartra** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-kartra) - [ **Google Sheets to Kartra** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-kartra) - [ **Gmail to Kartra** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-kartra) - [ **Google Calendar to Kartra** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-kartra) Questions ## Productboard and Kartra, answered ### ### What can start an automation from Productboard? Any of Productboard's 4 triggers in the catalog, including New Feature, New Note, Updated Feature and Updated Note. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Kartra when something happens in Productboard? Any of Kartra's 23 actions, including Create New Lead, Assign Tag to Lead, Edit Lead and Edit Subscription. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Kartra to Productboard? Kartra has no triggers in the catalog today, so automations start in Productboard. If you need the other direction, ask: your agent reads Kartra's API documentation and adds it. ### ### Do I have to build a connector for Productboard or Kartra? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Productboard and Kartra without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.