How to connect Productboard and CloudTalk
Create a New Scenario to Connect Productboard and CloudTalk
In the workspace, click the βCreate New Scenarioβ button.

Add the First Step
Add the first node β 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 CloudTalk will be your first step. To do this, click "Choose an app," find Productboard or CloudTalk, 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.


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


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CloudTalk

Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the Productboard and CloudTalk 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 Productboard and CloudTalk 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 donβt 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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AI Anthropic Claude 3
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CloudTalk
Trigger on Webhook
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Productboard
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Webhook response

Save and Activate the Scenario
After configuring Productboard, CloudTalk, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Productboard and CloudTalk integration works as expected. Depending on your setup, data should flow between Productboard and CloudTalk (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 CloudTalk
Productboard + Slack: When a feature request is created in Productboard, a notification is sent to a designated Slack channel to inform the team.
CloudTalk + Productboard + Jira: When there is a new call in CloudTalk, create a new note in Productboard to capture call feedback, then create a corresponding bug report in Jira.
Productboard and CloudTalk 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.
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About CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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See how Latenode works
FAQ Productboard and CloudTalk
How can I connect my Productboard account to CloudTalk using Latenode?
To connect your Productboard account to CloudTalk 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 CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Productboard features from CloudTalk calls?
Yes, you can! Latenode allows seamless data transfer between apps. This ensures your product roadmap is always informed by real-time customer feedback from CloudTalk.
What types of tasks can I perform by integrating Productboard with CloudTalk?
Integrating Productboard with CloudTalk allows you to perform various tasks, including:
- Create new Productboard features based on CloudTalk call summaries.
- Update existing Productboard features with CloudTalk call transcripts.
- Send Productboard feature updates as SMS via CloudTalk.
- Log CloudTalk call data in Productboard as product feedback.
- Trigger CloudTalk callbacks based on Productboard feature status.
Can I use JavaScript to enhance my Productboard integration?
Yes! Latenode allows custom JavaScript code within workflows. This enables advanced data transformations between Productboard and CloudTalk.
Are there any limitations to the Productboard and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Productboard and CloudTalk APIs apply.
- Initial setup requires authentication for both applications.