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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 no-code automation—integrating with 5,000+ apps from partners like Google, Salesforce, and Microsoft. 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

Add new features in productboard as Google Sheets rows
  • Productboard logo
  • Google Sheets logo
Productboard + Google Sheets

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

Track feedback from your team chat app

Track feedback from your customer chat app

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. 

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.

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 no-code automation—integrating with 5,000+ apps from partners like Google, Salesforce, and Microsoft. 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'