Productboard and Clio Integration

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Connect Productboard feedback to Clio matters automatically. Latenode's visual editor combines no-code and JavaScript to sync product requests as billable features. Scale client-driven development affordably by paying for execution time only.

Swap Apps

Productboard

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Productboard and Clio

Create a New Scenario to Connect Productboard and Clio

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 Productboard, triggered by another scenario, or executed manually (for testing purposes). In most cases, Productboard or Clio will be your first step. To do this, click "Choose an app," find Productboard or Clio, and select the appropriate trigger to start the scenario.

Add the Productboard Node

Select the Productboard node from the app selection panel on the right.

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Productboard

Configure the Productboard

Click on the Productboard node to configure it. You can modify the Productboard URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Productboard

Sign In

Run node once

Add the Clio Node

Next, click the plus (+) icon on the Productboard node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.

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Clio

Authenticate Clio

Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.

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Clio

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Connect Clio

Sign In

Run node once

Configure the Productboard and Clio Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Clio Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Productboard and Clio 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 Productboard, Clio, 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 Productboard and Clio integration works as expected. Depending on your setup, data should flow between Productboard and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Productboard and Clio

Productboard + Slack: When a new feature is added to Productboard, a notification is sent to a Slack channel, alerting the legal team if the feature request is related to compliance.

Clio + Productboard + Google Sheets: When billable hours are logged in Clio, associate the data with specific features in Productboard by adding notes. Report this data into Google Sheets for tracking and analysis.

Productboard and Clio integration alternatives

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.

About Clio

Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.

See how Latenode works

FAQ Productboard and Clio

How can I connect my Productboard account to Clio using Latenode?

To connect your Productboard account to Clio on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Productboard and click on "Connect".
  • Authenticate your Productboard and Clio accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Clio projects from Productboard features?

Yes, you can! Latenode allows you to automatically create Clio projects when new features are added to Productboard, streamlining project setup and ensuring no task is missed.

What types of tasks can I perform by integrating Productboard with Clio?

Integrating Productboard with Clio allows you to perform various tasks, including:

  • Create Clio projects from new Productboard features.
  • Update Clio project details based on Productboard feature updates.
  • Track billable time in Clio based on Productboard feature progress.
  • Generate reports in Clio linked to Productboard feature requests.
  • Sync client information between Productboard and Clio automatically.

What data from Productboard is accessible within Latenode workflows?

Latenode gives you access to features, components, and customer feedback from Productboard, empowering advanced automation scenarios.

Are there any limitations to the Productboard and Clio integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data synchronization may require custom scripting.
  • Complex data transformations might need JavaScript code blocks.
  • Real-time updates depend on the Productboard and Clio API rate limits.

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