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Use Productboard when you need to read or change product records in a workflow. You can create, update, look up, and link core objects like companies, users, notes, features, objectives, and releases.

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Configuration

Before you configure this step, connect Productboard in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Fields that refer to existing records include dropdown pickers. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the Productboard response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect Productboard if you have not already done that.
  2. Add a Productboard step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose List companies in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

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Create a feature from feedback

  1. List notes
  2. Get note
  3. Create feature
  4. Create note

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Assign work to a release

  1. Search entities
  2. Get feature
  3. Create release
  4. Set release assignment

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Maintain account records

  1. List companies
  2. Create company
  3. Get company
  4. Update company

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Notes

  • This step depends on a connected Productboard integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the Productboard tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using Productboard as an Agent Tool

You can also add Productboard as a tool in the Agent Editor. Open the agent, click Add tool, and select Productboard. In the tool settings panel, choose the connected account the agent should use. The agent calls Productboard actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration