Mojo + Productboard

Mojo + Productboard integrations

Create notes in Productboard for new contacts in Mojo

Stay organized and track customer interactions effortlessly with this automation. When a new contact is added in Mojo, it will create a note in Productboard, ensuring all relevant information is documented in one place. This workflow makes it easy to keep your team updated and maintain a clear understanding of your customer's needs.

When this happens...
New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create NoteTriggers when a new note is created.
ActionWrite

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More things you can do with Mojo and Productboard

Discover other triggers and actions you can use with Mojo and Productboard

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
New Feature
Triggers when a new feature is created.
Trigger
Polling
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New Note
Triggers when a new note is created.
Trigger
Polling
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- 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

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
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

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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Related categories

CRM (Customer Relationship Management)

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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

Related categories

Product Management