Connect Productboard and Stax

Both apps 34Productboard 16Stax 18

• 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
  List Payment

  Triggers when a new payment transaction is recorded in Stax.

• Action
  Capture payment

  Captures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction.

• Action
  Create Customer

  Creates a customer record on the Stax merchant account and returns the new customer.

• Action
  Create Item

  Creates an item in the merchant's Stax catalog and returns the new catalog item.

• Action
  Create Scheduled Invoice

  Creates a scheduled invoice that automatically generates invoices for a customer on a one-time or recurring schedule, with optional autopay. Returns the new schedule.

• Action
  Delete Catalog Item

  Deletes a catalog item from Stax.

• Action
  Delete payment method

  Deletes a customer's saved payment method in Stax and returns the deleted payment method.

• Action
  Delete Scheduled Invoice

  Deletes a recurring invoice schedule so it stops generating invoices.

• Action
  Find Customers

  Searches your Stax customers by name, email, company, phone, address or other details and returns the matching customers.

• Action
  Find Invoices

  Returns the invoices on the Stax merchant account that match the search criteria you supply, such as keywords, customer name, company, email, price, schedule or payment method.

• Action
  Find Items

  Searches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items.

• Action
  Find Payment Methods

  Returns all saved payment methods (cards and bank accounts) for a Stax customer.

• Action
  Find Payments

  Returns the payments and other transactions on the merchant account that match the search criteria, such as keywords, customer, date range, amount, type or status.

• Action
  Make a Payment

  Charges a customer's saved payment method for the amount you specify, or places a pre-authorization to capture later. Returns the resulting transaction.

• Action
  Refund payment

  Refunds all or part of a settled Stax payment transaction back to the customer.

• Action
  Update customer

  Updates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer.

• Action
  Update invoice

  Updates an existing unpaid invoice's customer, amounts, line items, memos and payment options, and returns the updated invoice. Fully paid invoices cannot be edited.

• Action
  Void payment

  Voids a payment transaction in Stax before it settles, cancelling the charge.

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