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How to connect Cloze and Productboard
Create a New Scenario to Connect Cloze and Productboard
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Productboard will be your first step. To do this, click "Choose an app," find Cloze or Productboard, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the Productboard Node
Next, click the plus (+) icon on the Cloze node, select Productboard from the list of available apps, and choose the action you need from the list of nodes within Productboard.
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Authenticate Productboard
Now, click the Productboard node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Productboard settings. Authentication allows you to use Productboard through Latenode.
Configure the Cloze and Productboard Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Cloze and Productboard Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Cloze, Productboard, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Cloze and Productboard integration works as expected. Depending on your setup, data should flow between Cloze and Productboard (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cloze and Productboard
Cloze + Productboard + Slack: When a new note is created in Productboard, it checks in Cloze for any updates on related projects and sends a message to a Slack channel.
Productboard + Cloze + Jira: When a new feature is added in Productboard, a linked task is updated in Jira and the sales team gets notified in Cloze.
Cloze and Productboard integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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About Productboard
Sync Productboard insights into Latenode to automate product development workflows. Track feature requests, prioritize tasks, and trigger actions in other apps (like Jira or Slack) based on user feedback. Build custom reports and alerts using Latenode's visual editor, making feedback actionable across teams without manual data wrangling.
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FAQ Cloze and Productboard
How can I connect my Cloze account to Productboard using Latenode?
To connect your Cloze account to Productboard on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Productboard accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze contacts to Productboard?
Yes, with Latenode you can automatically sync new Cloze contacts to Productboard as users. Leverage no-code blocks or JS code to standardize data formats and ensure consistency.
What types of tasks can I perform by integrating Cloze with Productboard?
Integrating Cloze with Productboard allows you to perform various tasks, including:
- Create new Productboard features from qualified Cloze opportunities.
- Update Productboard user details when Cloze contact information changes.
- Trigger Slack notifications for product managers on key Cloze deal stages.
- Generate Cloze tasks for sales based on Productboard feature releases.
- Aggregate user feedback from Cloze emails directly into Productboard insights.
Can I use JavaScript to transform Cloze data in Latenode?
Yes, Latenode allows you to use JavaScript code to transform data from Cloze, providing unmatched flexibility for complex data manipulations.
Are there any limitations to the Cloze and Productboard integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires authentication for both Cloze and Productboard.
- Some advanced Productboard features may require custom API calls.
- Rate limits on Cloze and Productboard APIs might affect large-scale data syncs.
