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Automatically create Wealthbox client profiles from validated Productboard feature requests and feedback, ensuring sales teams act on product insights. Latenode's visual editor makes it easier than ever, and scales affordably as your business grows.
Connect Productboard and Wealthbox in minutes with Latenode.
Create Productboard to Wealthbox workflow
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Create a New Scenario to Connect Productboard and Wealthbox
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 Wealthbox will be your first step. To do this, click "Choose an app," find Productboard or Wealthbox, 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 Wealthbox Node
Next, click the plus (+) icon on the Productboard node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
Productboard
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Wealthbox
Authenticate Wealthbox
Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.
Configure the Productboard and Wealthbox 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 Wealthbox Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Wealthbox
Trigger on Webhook
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Productboard
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Productboard, Wealthbox, 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 Wealthbox integration works as expected. Depending on your setup, data should flow between Productboard and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Productboard + Wealthbox + Slack: When a new feature is created in Productboard, the automation finds relevant contacts in Wealthbox and sends a Slack message to the specified channel, linking the feature and the contact details.
Wealthbox + Jira + Productboard: When a deal closes in Wealthbox, the automation retrieves relevant Jira issues and creates a new note in Productboard to gather feature feedback, linking the Jira issues to the note.
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 Wealthbox
Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.
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How can I connect my Productboard account to Wealthbox using Latenode?
To connect your Productboard account to Wealthbox on Latenode, follow these steps:
Can I automatically update Wealthbox contacts from Productboard feedback?
Yes, you can! Latenode’s visual editor makes it easy to sync Productboard insights with Wealthbox, ensuring your sales team always has the latest customer context. This improves lead qualification and personalization.
What types of tasks can I perform by integrating Productboard with Wealthbox?
Integrating Productboard with Wealthbox allows you to perform various tasks, including:
Can I use JavaScript to transform data between Productboard and Wealthbox?
Yes! Latenode allows you to use JavaScript code blocks to customize data transformation between Productboard and Wealthbox for advanced, tailored workflows.
Are there any limitations to the Productboard and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: