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    2 min read

    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 most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use forms, data tables, and logic to build secure, automated, AI-powered systems for your business-critical workflows across your organization's technology stack. Learn more.

    Table of contents

    • Create tasks from issues and features

    • Keep track of feedback

    • Automatically create new features

    • Send team notifications

    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

    Add new productboard features as tasks in Asana

    Add new productboard features as tasks in Asana
    • Productboard logo
    • Asana logo
    Productboard + Asana

    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

    Copy Google Forms responses to Productboard
    • Google Forms logo
    • Productboard logo
    Google Forms + Productboard

    Add new Typeform entries as feedback notes on productboard

    Add new Typeform entries as feedback notes on productboard
    • Typeform logo
    • Productboard logo
    Typeform + Productboard

    Add new survey answers in SurveyPal as feedback notes in productboard

    Add new survey answers in SurveyPal as feedback notes in productboard
    • Surveypal logo
    • Productboard logo
    Surveypal + Productboard

    Track feedback from your team chat app

    Create Productboard notes for new Slack messages posted to a channel

    Create Productboard notes for new Slack messages posted to a channel
    • Slack logo
    • Productboard logo
    Slack + Productboard

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

    Create Productboard notes for new Microsoft Team messages posted to a channel
    • Microsoft Teams logo
    • Productboard logo
    Microsoft Teams + Productboard

    Track feedback from your customer chat app

    Add new Twilio SMS as feedback notes in productboard

    Add new Twilio SMS as feedback notes in productboard
    • Twilio logo
    • Productboard logo
    Twilio + Productboard

    Add newly-closed Drift conversations to Productboard as notes

    Add newly-closed Drift conversations to Productboard as notes
    • Drift logo
    • Productboard logo
    Drift + Productboard

    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

    Add new GitHub issues as features in productboard
    • GitHub logo
    • Productboard logo
    GitHub + Productboard

    Add new Trello cards as features in productboard

    Add new Trello cards as features in productboard
    • Trello logo
    • Productboard logo
    Trello + Productboard

    Create productboard features from new JIRA issues

    Create productboard features from new JIRA issues
    • Jira Software Server logo
    • Productboard logo
    Jira Software Server + Productboard

    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

    Send Slack channel messages for new Productboard notes
    • Productboard logo
    • Slack logo
    Productboard + Slack

    Send Slack channel messages for new Productboard features

    Send Slack channel messages for new Productboard features
    • Productboard logo
    • Slack logo
    Productboard + Slack

    Send Microsoft Team channel messages for new Productboard notes

    Send Microsoft Team channel messages for new Productboard notes
    • Productboard logo
    • Microsoft Teams logo
    Productboard + Microsoft Teams

    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 most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use forms, data tables, and logic to build secure, automated, AI-powered systems for your business-critical workflows across your organization's technology stack. Learn more.

    Related reading:

    • How to automate Jira Software

    • An ultimate guide to product roadmaps

    • How to get a marketing project on a product roadmap

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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'