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4 ways to automate Productboard

By Ellie Huizenga · November 29, 2022

You've got your next product update in mind. Now, you just need to figure out the logistics. Easy peasy—said no one ever. 

Fortunately, Productboard is an app that helps companies turn customer insights into product changes and updates. With features that streamline roadmaps and prioritize ideas, Productboard helps businesses turn ideas into reality. 

When you combine Productboard's management system with Zapier, you can create automatic workflows—called Zaps—that increase your team's productivity and collaboration. We've pulled together our most popular workflows so you can build a seamless product-building experience from start to finish. 

Zapier is the leader in workflow automation—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.

Table of contents

Throughout this post, you'll see Zap templates—what we call our pre-made workflows. Just click on the button, and we'll guide you through customizing it. It only takes a few minutes. You can read more about setting up Zaps here.

Create tasks from issues and features

When you're using multiple tools to track feedback, ideas, and roadmaps, things can get lost in the shuffle. 

Make sure product features get added to the right place with automation. These Zaps automatically add tasks to your task management tool from Productboard features or notes. That way, nothing slips through the cracks. 

Add new features in productboard as Google Sheets rows

  • Productboard logo
  • Google Sheets logo
Productboard + Google Sheets
More details
    If keeping records of your work on productboard is taking too much of your time, put this productboard-Google Sheets integration to work to have it all done for you behind the scenes. After being set up, every new productboard feature you create will trigger the automation, adding all the information you need as a new row on Google Sheets so you can focus your attention where it's most needed without sacrificing your tracking.

    Add new productboard features as tasks in Asana

    • Productboard logo
    • Asana logo
    Productboard + Asana
    More details
      Need a little help making sure those product features get included in your development roadmap? Set up this productboard-Asana integration and we'll handle everything for you. Zapier automation will then create a new task on Asana for each new feature you add on productboard so all those work items are always within reach.

      Keep track of feedback

      If you can gather feedback from more customers, you can build a better product. But you have to do it the right way. Collecting customer insights in a streamlined, effective way allows for quicker, better-researched features. 

      Use automation to track all feedback in Productboard. That way, you can see all your customer opinions in one app—helping you decide what to focus on. Create a Zap (or Zaps) that sends feedback from your forms, team chat app, or customer communication tool to Productboard. 

      Track feedback from forms or surveys

      Copy Google Forms responses to Productboard

      • Google Forms logo
      • Productboard logo
      Google Forms + Productboard
      More details
        Copy Google form responses to productboard with this integration. When active, it turns new survey responses into productboard notes. You'll be able to add survey replies to other customer conversations to get better insights into what users need.

        Add new Typeform entries as feedback notes on productboard

        • Typeform logo
        • Productboard logo
        Typeform + Productboard
        More details
          Why bother adding those Typeform responses to productboard yourself when Zapier automation can bring them in for you? Once active, this Typeform-productboard will watch for any new entries on your Typeform, automatically creating a new feedback note on productboard with all the information from every response so all you have to do is work through all those ideas and suggestions.

          Add new survey answers in SurveyPal as feedback notes in productboard

          • Surveypal logo
          • Productboard logo
          Surveypal + Productboard
          More details
            Need a better solution to keep all those SurveyPal responses organized? Zapier can help with this SurveyPal-productboard integration. It will react to every new survey answer received on SurveyPal after being set up, creating a new feedback note on productboard with the details from each one.

            Track feedback from your team chat app

            Create Productboard notes for new Slack messages posted to a channel

            • Slack logo
            • Productboard logo
            Slack + Productboard
            More details
              When you receive product feedback via your chat tool, you'll want the details added to your product management tool. This integration helps by automatically creating a Productboard note with the details from a new message posted to a specific channel in Slack. You won't have to copy and paste product feedback details from your messages again.

              Create Productboard notes for new Microsoft Team messages posted to a channel

              • Microsoft Teams logo
              • Productboard logo
              Microsoft Teams + Productboard
              More details
                It's important to make sure feedback received in your chat tool gets added to your product management tool. Use this Zap to automatically creating a Productboard note with the details from a new message posted to a specific channel in Microsoft teams. Now, you don't have to spend time copy and pasting product feedback details from your messages ever again!

                Track feedback from your customer chat app

                Add new Twilio SMS as feedback notes in productboard

                • Twilio logo
                • Productboard logo
                Twilio + Productboard
                More details
                  Thinking about easy ways to let your customers reach out to you with new ideas? This Twilio SMS-productboard integration can handle everything for you with minimal setup effort. It will trigger with each new Twilio SMS you receive from then on, using the details to create a new feedback note on productboard every time.

                  Add newly-closed Drift conversations to Productboard as notes

                  • Drift logo
                  • Productboard logo
                  Drift + Productboard
                  More details
                    If your team collects feedback through conversations with leads and customers in Drift, try bringing your Drift conversations into productboard, where your product team can take action on the feedback. This Zapier integration automatically creates a note in productboard for every relevant Drift conversation. That way, your product managers can look at a single tool to look at feedback and make improvements.

                    Automatically create new features

                    If your product feature ideas are scattered throughout your product team's tech stack, it can be hard to collaborate. With automation, you can instantly create new features in Productboard when you add a new issue or card in the other apps you use. Easily gather all your ideas in one centralized place, so everyone is working on the right thing. 

                    Add new GitHub issues as features in productboard

                    • GitHub logo
                    • Productboard logo
                    GitHub + Productboard
                    More details
                      When keeping track of feature ideas through GitHub issues there's no need to add them to productboard a second time; allow Zapier to do it for you. After being set up, this automation will be triggered by every new GitHub issue in your chosen repo, creating a new feature on productboard with matching information every time.

                      Add new Trello cards as features in productboard

                      • Trello logo
                      • Productboard logo
                      Trello + Productboard
                      More details
                        Making sure multiple feature lists always match is a time-consuming and error-prone activity if done manually, but Zapier automation can make it a breeze. This Trello-productboard integration, for instance, will react to every new Trello card you add (or only those in a specific board or list), adding a feature to productboard for each one so you never have to wonder if you're missing anything again.

                        Create productboard features from new JIRA issues

                        • Jira Software Server logo
                        • Productboard logo
                        Jira Software Server + Productboard
                        More details
                          Connecting your various development platforms doesn't have to involve regular, lengthy maintenance—set up this JIRA-productboard integration and Zapier will do all the work for you. From then on, a new feature will be added to productboard for every new issue you create in JIRA, keeping you efficient and organized at all times.

                          Send team notifications

                          You need to notify the right people when new notes are added to your product management tool. That way, they can take the necessary next steps.

                          Keep everyone informed by creating a Zap that sends a message in your team chat app with the right details from Productboard. Viola! Your team can now stay up to date on what's going on with your new product ideas with ease.

                          Send Slack channel messages for new Productboard notes

                          • Productboard logo
                          • Slack logo
                          Productboard + Slack
                          More details
                            When you have new notes being added in your product management tool, you'll want the right people to know about it. This integration helps by automatically sending a channel message in Slack with details from a new note in Productboard. It's never been easier to inform your team of what is going on with your new product.

                            Send Slack channel messages for new Productboard features

                            • Productboard logo
                            • Slack logo
                            Productboard + Slack
                            More details
                              When you have new features being added in your product management tool, you'll want the right people to know about it. This integration helps by automatically sending a channel message in Slack with details from a new feature is added to Productboard. It's never been easier to inform your team of what is going on with your new product.

                              Send Microsoft Team channel messages for new Productboard notes

                              • Productboard logo
                              • Microsoft Teams logo
                              Productboard + Microsoft Teams
                              More details
                                When you have new features being added in your product management tool, you'll want the right people to know about it. This integration helps by automatically sending a channel message in Microsoft Teams with details from a new note in Productboard. It's never been easier to inform your team of what is going on with your new product!

                                Turn customer feedback into reality with automation

                                Automation makes product ideas and feedback that much easier to implement. With Zapier, you can build smooth product management systems and ensure you get the most out of Productboard. 

                                Zapier is the leader in workflow automation—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.

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                                A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'