Perspective + Productboard

Perspective + Productboard integrations

Create notes in Productboard for new Perspective leads via funnel

Stay updated on your incoming leads with this seamless workflow. When a new lead is captured via Funnel in Perspective, this integration creates a note in Productboard, ensuring your team stays informed and organized. Simplify your lead management process and make certain essential information is promptly documented and shared with the right team members.

When this happens...
New Lead via FunnelTriggers when a new lead is created via a funnel.
TriggerInstant
automatically do this!
Create NoteTriggers when a new note is created.
ActionWrite

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More things you can do with Perspective and Productboard

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

- Funnel
  Required
Trigger
Instant
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- Funnel
  Required
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
- Note UUID
  Required
Action
Search

- Funnel
  Required
Trigger
Instant
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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
- Feature ID
  Required
Action
Search
- Entity ID
  Required
- Target Type
Action
Search

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.

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Marketing Automation

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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.

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Related categories

Product Management