Productboard and Square Integration

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Centralize user feedback from Square transactions in Productboard. Latenode’s visual editor simplifies data mapping and ensures accurate insights, while affordable execution-based pricing helps you scale without cost concerns.

Swap Apps

Productboard

Square

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Productboard and Square

Create a New Scenario to Connect Productboard and Square

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 Square will be your first step. To do this, click "Choose an app," find Productboard or Square, 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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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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Run node once

Add the Square Node

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

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Authenticate Square

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

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Configure the Productboard and Square 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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The action ID

Run node once

Set Up the Productboard and Square 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, Square, 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 Square integration works as expected. Depending on your setup, data should flow between Productboard and Square (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 Square

Productboard + Slack + Square: When a new feature is created in Productboard, a message is sent to a specified Slack channel. This prompts a discussion about the potential pricing impact within Square, leveraging existing knowledge of orders and customers.

Square + Productboard + Jira: When a new event is triggered in Square (e.g., payment failure), a corresponding bug report is created in Productboard. A Jira issue is then created to manage the bug fixing process.

Productboard and Square 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 Square

Automate Square tasks in Latenode: sync payments with accounting, trigger fulfillment on successful transactions, and send custom invoices based on CRM data. Use visual workflows to connect Square with other apps, add logic with JS, and scale without step limits. Streamline finance operations.

See how Latenode works

FAQ Productboard and Square

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

To connect your Productboard account to Square 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 Square accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I track feature requests linked to revenue?

Yes, you can! Latenode lets you build custom logic to connect feature requests in Productboard to Square sales data, enabling data-driven prioritization. Track impact!

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

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

  • Automatically update Productboard features based on Square sales data.
  • Create new Square customer profiles from Productboard feedback submissions.
  • Trigger surveys via Productboard when a Square transaction occurs.
  • Prioritize features in Productboard based on Square revenue contribution.
  • Send thank you notes to customers after they request specific features.

How does Latenode handle Productboard's API rate limits?

Latenode offers advanced queue management and error handling, maximizing data flow from Productboard while respecting API limits.

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

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

  • Historical data migration between Productboard and Square might require custom scripting.
  • Complex data transformations may necessitate JavaScript knowledge.
  • Real-time synchronization is subject to Productboard and Square API availability.

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