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Productboard

Reference

99 actions for Productboard workflows.

01. Operations

Act on Productboard from a workflow

Operations are the actions a workflow can take in Productboard, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Analytics

1 operation

Track and analyze member engagement within Productboard by retrieving activity data. This helps teams understand adoption patterns and user participation across the platform.

Action

List Analytics Member Activities V2

PRODUCTBOARD_LIST_ANALYTICS_MEMBER_ACTIVITIES_V2

Retrieve detailed activity analytics for your team members to understand engagement levels and work patterns over time. This helps you track productivity and identify how your team is using Productboard for product feedback management.

4 input

Companies

3 operations

Manage company records in Productboard by creating, updating, retrieving, and deleting organization accounts. Use these operations to keep your company directory synchronized with external systems and maintain accurate stakeholder information.

Action★ Featured

Create Company in Productboard

PRODUCTBOARD_CREATE_COMPANY

Add a new company record to your Productboard workspace with customizable details and metadata. Use this to organize and track feedback, feature requests, and insights from different companies or client accounts.

4 input
Action★ Featured

List Companies

PRODUCTBOARD_LIST_COMPANIES

Retrieve a paginated list of companies from your Productboard workspace, with options to filter and organize the results. Use this to access company information for reporting, analysis, or integration with other business tools.

5 input
Action

Delete Company

PRODUCTBOARD_DELETE_COMPANY

Permanently removes a company from Productboard, allowing you to clean up outdated or inactive client records from your product feedback and insights database.

1 input

Components

2 operations

Handle product components and their configurations within Productboard. These operations allow you to organize and maintain the building blocks of your product structure.

Action

Create Component

PRODUCTBOARD_CREATE_COMPONENT

Creates a new subcomponent within your product hierarchy, allowing you to organize and structure product features into logical, manageable sections.

1 input
Action

Get Component

PRODUCTBOARD_GET_COMPONENT

Retrieve detailed information about a specific component in your product structure, including its description, ownership, and hierarchical relationships. Use this when you need to access comprehensive component details by ID.

1 input

Custom Fields

8 operations

Extend Productboard's data model by creating and managing custom fields for companies and entities. Use these operations to capture domain-specific information and populate field values across your workspace to suit your unique business needs.

Action

Create Company Custom Field

PRODUCTBOARD_CREATE_COMPANY_FIELD

Create custom fields to store company-specific attributes in Productboard, allowing you to track company information beyond standard fields like industry, company size, or integration type.

1 input
Action

Delete Company Field

PRODUCTBOARD_DELETE_COMPANY_FIELD

Remove custom fields from your company profile that are no longer needed, helping you keep your workspace clean and organized.

1 input
Action

Delete Custom Field Value

PRODUCTBOARD_DELETE_CUSTOM_FIELD_VALUE

Remove custom field values from products, components, or features in Productboard to keep your product hierarchy organized and up-to-date. Use this when information becomes outdated, incorrect, or no longer relevant to your product planning.

2 input
Action

Get Custom Field Value

PRODUCTBOARD_GET_CUSTOM_FIELD_VALUE

Retrieve the current value of a custom field attached to a product, component, or feature in your Productboard workspace. Use this to pull specific product data for reporting, automation, or decision-making.

2 input
Action

Get Hierarchy Entity Custom Field

PRODUCTBOARD_GET_HIERARCHY_ENTITIES_CUSTOM_FIELDS

Retrieves detailed information about a custom field associated with your product hierarchy, including its name, type, and available options. This helps you understand what data is being tracked across your product structure.

1 input
Action

List Company Custom Fields

PRODUCTBOARD_LIST_COMPANY_FIELDS

Retrieves all custom field definitions available for companies in your Productboard workspace, including field names, types, and configurations to help you understand what company data you can track.

Action

List Custom Field Values

PRODUCTBOARD_LIST_CUSTOM_FIELD_VALUES

Retrieve custom field values assigned to your products, components, and features in Productboard, with options to filter by field type or specific field ID. This helps you access structured metadata and categorization data stored alongside your product hierarchy.

5 input
Action

List Custom Fields

PRODUCTBOARD_LIST_CUSTOM_FIELDS

Retrieve all custom field definitions available for your products, components, and features in Productboard. This helps you understand what metadata fields are configured in your system before working with specific entities.

3 input

Entities

6 operations

Manage core entity records and their relationships within Productboard's hierarchy. These operations let you create, update, search, and organize your product entities while maintaining connections between related items.

Action

Create Entity (v2)

PRODUCTBOARD_CREATE_ENTITIES_V2

Add new items to Productboard like products, features, initiatives, or releases to organize and track your product development roadmap.

1 input
Action

Create Entity Relationship

PRODUCTBOARD_CREATE_ENTITIES_RELATIONSHIPS_V2

Establish connections between different items in Productboard, such as linking a feature to a parent feature, marking dependencies between requests, or organizing related product elements hierarchically.

2 input
Action

Delete Entity Relationship

PRODUCTBOARD_DELETE_ENTITIES_RELATIONSHIPS_V2

Remove a connection between two items in Productboard, such as unlinking a feature from a customer request or separating a bug from a feature set. This helps you reorganize how different elements relate to each other as your product evolves.

3 input
Action

Delete Entity V2

PRODUCTBOARD_DELETE_ENTITIES_V2

Permanently removes a product management entity (such as a feature request, user feedback, or roadmap item) from Productboard, helping you keep your workspace clean and organized.

1 input
Action

Get Entity Configuration

PRODUCTBOARD_GET_ENTITIES_CONFIGURATIONS_V2

Retrieve the complete structure and available fields for any entity type in Productboard, allowing you to understand what data you can work with and how entities relate to each other. This helps you build accurate workflows and integrations by knowing exactly what information is available.

1 input
Action

Get Entity V2

PRODUCTBOARD_GET_ENTITIES_V2

Retrieve detailed information about a specific entity (such as a feature request, user feedback, or product goal) using its unique identifier, with the option to filter which fields are returned.

2 input

Features

3 operations

Control feature definitions, statuses, and release assignments in Productboard. Use these operations to manage your feature catalog, track feature status changes, and link features to specific product releases.

Action★ Featured

Create Feature

PRODUCTBOARD_CREATE_FEATURE

Add new features or subfeatures to your product in Productboard, enabling you to organize and track product development ideas in a centralized location.

1 input
Action

Delete Feature

PRODUCTBOARD_DELETE_FEATURE

Removes a feature from your product roadmap after ensuring all related sub-features have been deleted first. Use this to clean up your product planning when a feature is no longer needed or was created by mistake.

1 input
Action

Get Feature Release Assignment

PRODUCTBOARD_GET_FEATURE_RELEASE_ASSIGNMENT

Retrieve whether a specific feature is assigned to a particular release, helping you verify feature deployment status and manage release planning. This lets you quickly check assignment details without manually reviewing your entire release roadmap.

2 input

Feedback

9 operations

Manage customer feedback, notes, and tags within Productboard. These operations help you create, retrieve, organize, and link feedback to customers and relationships, enabling you to centralize voice-of-customer insights.

Action★ Featured

Create Note (v2)

PRODUCTBOARD_CREATE_NOTES_V2

Create text-based notes in Productboard to document customer feedback, feature requests, or internal insights, with the ability to link them to customers, companies, or external sources for better organization.

1 input
Action

Add Note Followers

PRODUCTBOARD_ADD_NOTE_FOLLOWERS

Add multiple team members as followers to a Productboard note to keep them updated on feature requests, bugs, or product feedback without manual individual additions.

2 input
Action

Add Note Tag

PRODUCTBOARD_ADD_NOTE_TAG

Organize and categorize Productboard notes by applying tags for better tracking and filtering. Tags are automatically created if they don't already exist, making it easy to label notes by priority, type, status, or any custom classification.

2 input
Action

Create Note Link

PRODUCTBOARD_CREATE_NOTE_LINK

Connect a note to a specific entity in Productboard (like a feature request, user feedback, or product item) to keep related information organized and easily accessible.

2 input
Action

Delete Note Relationship

PRODUCTBOARD_DELETE_NOTES_RELATIONSHIPS_V2

Remove connections between notes and related entities like customers or links in Productboard to keep your product feedback organized and up-to-date.

3 input
Action

Delete Note Tag

PRODUCTBOARD_DELETE_NOTE_TAG

Removes a specific tag from a note in Productboard, helping you clean up outdated or incorrect categorizations without deleting the note itself.

2 input
Action

Delete Note V2

PRODUCTBOARD_DELETE_NOTES_V2

Permanently removes a note and all associated data from your Productboard workspace. Use this to clean up outdated feedback, remove sensitive information, or maintain an organized product management system.

1 input
Action

Get Note V2

PRODUCTBOARD_GET_NOTES_V2

Retrieve detailed information about a specific note in Productboard by its unique identifier, allowing you to access note content and metadata for reference or integration purposes.

2 input
Action

Get Notes Configuration V2

PRODUCTBOARD_GET_NOTES_CONFIGURATIONS_V2

Retrieve the field structure and configuration details for different types of notes (simple, conversation, or opportunity) in Productboard to understand what data you can capture and how notes are organized.

1 input

Goals

1 operation

Track and manage key results associated with your product goals. These operations allow you to maintain alignment between strategic objectives and team execution.

Action

Delete Key Result

PRODUCTBOARD_DELETE_KEY_RESULTS

Remove a key result from Productboard when it's no longer aligned with your product strategy or was added by mistake, keeping your goals focused and up-to-date.

1 input

Initiatives

1 operation

Organize and manage initiatives that connect features to broader strategic efforts. Use these operations to track which features belong to larger business initiatives.

Action

Delete Initiative

PRODUCTBOARD_DELETE_INITIATIVES

Permanently remove an initiative from your product roadmap when it's no longer needed or has been replaced by a better idea.

1 input

Objectives

7 operations

Link and manage relationships between objectives, features, and initiatives in Productboard. These operations enable you to map strategic goals to product features and track how work supports your business objectives.

Action

Create Feature-Objective Link

PRODUCTBOARD_CREATE_FEATURE_OBJECTIVE_LINK

Links a feature to a specific objective or OKR to maintain visibility of how product development aligns with business goals. This helps you track which features directly support your key priorities.

2 input
Action

Create Objective

PRODUCTBOARD_CREATE_OBJECTIVES

Creates a new strategic objective in Productboard to help you organize and track high-level goals with details like ownership, parent objectives, status, and timeframes.

1 input
Action

Create Objective-Feature Link

PRODUCTBOARD_CREATE_OBJECTIVES_LINKS_FEATURES

Connect a feature to an objective to track how your product work contributes to strategic goals and key results.

2 input
Action

Delete Feature Objective Link

PRODUCTBOARD_DELETE_FEATURE_OBJECTIVE_LINK

Removes the connection between a feature and its associated objective, allowing you to reorganize how features map to your business goals. Use this when priorities shift and features no longer align with specific objectives.

2 input
Action

Delete Objective

PRODUCTBOARD_DELETE_OBJECTIVES

Remove outdated or completed objectives from your product roadmap to keep your strategy focused and up-to-date. This permanently deletes a specific objective you no longer need to track.

1 input
Action

Delete Objective-Feature Link

PRODUCTBOARD_DELETE_OBJECTIVES_LINKS_FEATURES

Removes the connection between a specific objective and feature in your product roadmap, helping you reorganize priorities when business goals change or features shift focus.

2 input
Action

Get Objective

PRODUCTBOARD_GET_OBJECTIVE

Retrieve complete details of a specific objective including its name, description, status, timeframe, and owner information.

1 input

Releases

4 operations

Plan and manage product releases by creating, updating, and organizing release groups. These operations help you track what features ship together and manage release timelines.

Action

Create Release

PRODUCTBOARD_CREATE_RELEASE

Create a new release in Productboard to organize and announce product updates with a name, description, and release group assignment. This helps you structure your product roadmap and communicate feature rollouts to your team and customers.

1 input
Action

Delete Release

PRODUCTBOARD_DELETE_RELEASE

Remove a product release from Productboard when it's no longer needed, such as when plans change or a release is cancelled.

1 input
Action

Get Release

PRODUCTBOARD_GET_RELEASE

Retrieve detailed information about a specific product release, including its status, features, and timeline. This helps you track and communicate release progress to stakeholders and customers.

1 input
Action

Get Release Group

PRODUCTBOARD_GET_RELEASE_GROUP

Retrieve detailed information about a specific release group, including its properties, timeline, and associated features.

1 input

Users

2 operations

Manage team members and access within Productboard via SCIM and direct user operations. Use these to add users, update profiles, remove team members, and synchronize your organizational structure.

Action

Create User

PRODUCTBOARD_CREATE_USERS

Add a new team member to your Productboard workspace by providing their email address and name, allowing them to collaborate on product feedback and feature requests.

1 input
Action

Delete User

PRODUCTBOARD_DELETE_USER

Remove a user account from Productboard when they no longer need access to your product feedback and roadmap management system.

1 input

Webhooks

3 operations

Set up and manage webhook subscriptions to receive real-time notifications about Productboard events. These operations allow you to configure integrations that react to changes in your product data.

Action

Create Webhook Subscription

PRODUCTBOARD_CREATE_WEBHOOK

Set up automatic notifications to your app whenever important events happen in Productboard, such as feature requests being updated or feedback being submitted.

5 input
Action

Delete Webhook Subscription

PRODUCTBOARD_DELETE_WEBHOOK

Removes a webhook subscription from Productboard, stopping automatic notifications to your connected systems when product feedback or customer insights change.

1 input
Action

Get Webhook Subscription

PRODUCTBOARD_GET_WEBHOOKS

Retrieve the complete configuration details of a specific webhook subscription by its ID, allowing you to verify webhook settings and ensure your integrations are properly connected.

1 input

Integrations

2 operations
Action

List Jira Integrations

PRODUCTBOARD_LIST_JIRA_INTEGRATIONS

Tool to list Jira integrations.

1 input
Action

List Plugin Integrations

PRODUCTBOARD_LIST_PLUGIN_INTEGRATIONS

List all plugin integrations in the Productboard workspace.

1 input

Payments

47 operations
Action

List Entities Configurations V2

PRODUCTBOARD_LIST_ENTITIES_CONFIGURATIONS_V2

Tool to retrieve configurations for all entity types in Productboard.

1 input
Action

List Entities V2

PRODUCTBOARD_LIST_ENTITIES_V2

Tool to list entities from Productboard using the v2 API.

10 input
Action

List Entity Relationships

PRODUCTBOARD_LIST_ENTITIES_RELATIONSHIPS_V2

Tool to retrieve relationships for an entity in Productboard.

4 input
Action

List Feature Initiatives

PRODUCTBOARD_LIST_FEATURE_INITIATIVES

Tool to list initiatives linked to a given feature.

2 input
Action

List Feature Objectives

PRODUCTBOARD_LIST_FEATURE_OBJECTIVES

Lists all objectives (OKRs) linked to a top-level feature.

2 input
Action

List Feature Release Assignments

PRODUCTBOARD_LIST_FEATURE_RELEASE_ASSIGNMENTS

Tool to list feature–release assignments.

7 input
Action

List Feature Statuses

PRODUCTBOARD_LIST_FEATURE_STATUSES

Tool to list feature statuses.

1 input
Action

List Feedback Form Configurations

PRODUCTBOARD_LIST_FEEDBACK_FORM_CONFIGURATIONS

Tool to list feedback form configurations.

2 input
Action

List Initiatives

PRODUCTBOARD_LIST_INITIATIVES

Tool to list initiatives from Productboard.

6 input
Action

List Key Results

PRODUCTBOARD_LIST_KEY_RESULTS

List key results from Productboard.

7 input
Action

List Note Links

PRODUCTBOARD_LIST_NOTES_LINKS

Tool to list links associated with a note.

1 input
Action

List Note Relationships V2

PRODUCTBOARD_LIST_NOTES_RELATIONSHIPS_V2

Tool to retrieve relationships associated with a note.

3 input
Action

List Note Tags

PRODUCTBOARD_LIST_NOTE_TAGS

Tool to retrieve all tags associated with a specific Productboard note.

1 input
Action

List Notes Configurations V2

PRODUCTBOARD_LIST_NOTES_CONFIGURATIONS_V2

Tool to list note configurations from Productboard v2 API.

1 input
Action

List Notes V2

PRODUCTBOARD_LIST_NOTES_V2

Tool to retrieve a paginated list of notes from Productboard using the v2 API.

13 input
Action

List Objective Linked Features

PRODUCTBOARD_LIST_OBJECTIVES_LINKS_FEATURES

Lists all features linked to a specific objective.

2 input
Action

List Objective Linked Initiatives

PRODUCTBOARD_LIST_OBJECTIVES_LINKS_INITIATIVES

Tool to list initiatives linked to a specific objective.

2 input
Action

List Release Groups

PRODUCTBOARD_LIST_RELEASE_GROUPS

Lists all release groups in the Productboard workspace.

2 input
Action

List Releases

PRODUCTBOARD_LIST_RELEASES

Tool to list all releases in Productboard.

1 input
Action

List SCIM Users

PRODUCTBOARD_SCIM_LIST_USERS

Tool to list users via SCIM.

5 input
Action

List Users

PRODUCTBOARD_LIST_USERS

Retrieves a paginated list of all users in the Productboard workspace.

1 input
Action

List Webhook Subscriptions

PRODUCTBOARD_LIST_WEBHOOKS

Tool to list all webhook subscriptions.

Action

Remove Note Follower

PRODUCTBOARD_REMOVE_NOTE_FOLLOWER

Tool to remove a follower from a Productboard note.

2 input
Action

Retrieve Company

PRODUCTBOARD_RETRIEVE_COMPANY

Tool to retrieve details of a specific company.

1 input
Action

Retrieve Company Field

PRODUCTBOARD_RETRIEVE_COMPANY_FIELD

Tool to retrieve details of a specific company custom field.

1 input
Action

Retrieve Company Field Value

PRODUCTBOARD_RETRIEVE_COMPANY_FIELD_VALUE

Tool to retrieve a specific company custom field value.

2 input
Action

Retrieve Feature

PRODUCTBOARD_RETRIEVE_FEATURE

Tool to retrieve details of a specific feature.

1 input
Action

Retrieve Product

PRODUCTBOARD_RETRIEVE_PRODUCT

Tool to retrieve details of a specific product.

1 input
Action

Retrieve User

PRODUCTBOARD_RETRIEVE_USER

Tool to retrieve details of a specific user.

1 input
Action

Search Entities V2

PRODUCTBOARD_SEARCH_ENTITIES_V2

Tool to search for entities across Productboard using the v2 API.

2 input
Action

Set Company Field Value

PRODUCTBOARD_SET_COMPANY_FIELD_VALUE

Tool to set or replace a specific company custom field's value.

3 input
Action

Set Custom Field Value

PRODUCTBOARD_SET_CUSTOM_FIELD_VALUE

Tool to set a custom field value on a hierarchy entity.

3 input
Action

Set Entity Parent Relationship

PRODUCTBOARD_SET_ENTITIES_RELATIONSHIPS_PARENT_V2

Tool to set parent relationship on an entity.

2 input
Action

Set Feature Release Assignment

PRODUCTBOARD_SET_FEATURE_RELEASE_ASSIGNMENT

Tool to update a feature release assignment.

3 input
Action

Set Features

PRODUCTBOARD_SET_FEATURES

Tool to update a feature by ID.

2 input
Action

Set Note Customer Relationship

PRODUCTBOARD_SET_NOTES_RELATIONSHIPS_CUSTOMER_V2

Tool to set a customer relationship on a note in Productboard.

2 input
Action

Set Product

PRODUCTBOARD_SET_PRODUCT

Tool to update a product using PUT method in Productboard.

2 input
Action

Update Company

PRODUCTBOARD_UPDATE_COMPANY

Tool to update an existing company in Productboard.

2 input
Action

Update Company Custom Field

PRODUCTBOARD_UPDATE_COMPANIES_CUSTOM_FIELDS

Tool to update a company custom field name.

2 input
Action

Update Component

PRODUCTBOARD_UPDATE_COMPONENT

Tool to update an existing component.

2 input
Action

Update Entity V2

PRODUCTBOARD_UPDATE_ENTITIES_V2

Tool to update a PM entity using the v2 API.

2 input
Action

Update Features

PRODUCTBOARD_UPDATE_FEATURES

Tool to update a feature in Productboard.

2 input
Action

Update Note V2

PRODUCTBOARD_UPDATE_NOTES_V2

Tool to update a note using the v2 API.

3 input
Action

Update Objective

PRODUCTBOARD_UPDATE_OBJECTIVES

Tool to update an existing objective in Productboard.

2 input
Action

Update Product

PRODUCTBOARD_UPDATE_PRODUCT

Tool to update a product in Productboard.

2 input
Action

Update Release

PRODUCTBOARD_UPDATE_RELEASE

Tool to update an existing release in Productboard.

7 input
Action

Update User

PRODUCTBOARD_UPDATE_USER

Tool to update a user's information.

2 input
What now

Use Productboard in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.