Capsule CRM + Productboard

Capsule CRM + Productboard integrations

Create Productboard notes for new or updated Capsule CRM contacts

Effortlessly maintain your CRM contacts and Productboard notes in real-time with this workflow. Whenever a new or updated contact appears in Capsule CRM, it will instantly create a note in Productboard. This ensures your team stays organized and up-to-date on all contact information, streamlining your CRM management process without any manual input.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create NoteTriggers when a new note is created.
ActionWrite

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More things you can do with Capsule CRM and Productboard

Discover other triggers and actions you can use with Capsule CRM and Productboard

- Action
  Required
Trigger
Instant
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- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
Updated Feature
Triggers when a feature is updated. Note: this trigger uses the Productboard v2 API and requires an API token. Enter your API token in the 'API Token' field when connecting your Productboard account.
Trigger
Instant
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Updated Note
Triggers when a note is updated. Note: this trigger uses the Productboard v2 API and requires an API token. Enter your API token in the "API Token" field when connecting your Productboard account.
Trigger
Instant
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- Note Title
- Note Content
  Required
- Note Owner
  Required
- Said by (User Name)
- Said by (User E-Mail)
- Said By (User External ID)
- Note Status
  Required
- Note Tags
- Company domain
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Feature
Triggers when a new feature is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Polling
Try It
- Feature Owner
  Required
- Feature Name
  Required
- Feature Product
- Feature Description
- Feature Status
  Required
- Feature Tags
Action
Write
- Note UUID
  Required
- Title
- Content
- Tags
Action
Write
- Note UUID
  Required
Action
Search

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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About Productboard

Productboard is beautiful, simple, and powerful product management. Product leaders can easily centralize user and market research, capture and organize feature ideas, prioritize against clear strategic objectives and keep everyone on the same page thanks to delightful, interactive roadmaps.

Learn moreLearn moreHelpHelp

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Product Management