Productboard and Zoho Books Integration

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Sync Productboard feature requests to Zoho Books as projects, streamlining resource allocation. Latenode's visual editor and affordable execution costs make complex automations simple, while JavaScript support handles edge cases.

Swap Apps

Productboard

Zoho Books

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Productboard and Zoho Books

Create a New Scenario to Connect Productboard and Zoho Books

In the workspace, click the β€œCreate 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 Zoho Books will be your first step. To do this, click "Choose an app," find Productboard or Zoho Books, 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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Run node once

Add the Zoho Books Node

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

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Zoho Books

Authenticate Zoho Books

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

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Configure the Productboard and Zoho Books 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

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Run node once

Set Up the Productboard and Zoho Books 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, Zoho Books, 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 β€œRun once” and triggering an event to check if the Productboard and Zoho Books integration works as expected. Depending on your setup, data should flow between Productboard and Zoho Books (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 Zoho Books

Productboard + Zoho Books + Slack: When a new feature is created in Productboard, and that leads to a new sales invoice in Zoho Books, a notification is sent to a Slack channel to inform the team about the new invoice related to the feature.

Zoho Books + Productboard + Jira: When a sales invoice is paid in Zoho Books, the corresponding feature request in Productboard is updated, and a related task is created in Jira to track any follow-up actions.

Productboard and Zoho Books 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 Zoho Books

Automate Zoho Books tasks inside Latenode. Create invoices, track payments, and manage contacts in response to triggers from other apps. Connect accounting data to your CRM, e-commerce, or marketing platforms with no-code ease. Customize workflows with JavaScript for complex calculations and conditional logic. Pay only for execution time.

See how Latenode works

FAQ Productboard and Zoho Books

How can I connect my Productboard account to Zoho Books using Latenode?

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

Can I automatically create invoices from Productboard feature requests?

Yes, you can! Latenode allows you to trigger invoice creation in Zoho Books directly from new feature requests in Productboard. This saves time and ensures accurate billing.

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

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

  • Create Zoho Books invoices when a Productboard feature ships.
  • Update feature request status in Productboard after invoice creation.
  • Sync customer data from Productboard to Zoho Books contacts.
  • Generate revenue reports based on linked feature requests.
  • Alert the team on Slack about key Productboard/Zoho events.

WhatProductboarddata can Iuse to trigger Zoho Booksworkflows?

You can use any Productboard data: new features, status changes, and user feedback to initiate accounting workflows in Zoho Books via Latenode.

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

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

  • Complex data transformations may require custom JavaScript code.
  • Real-time synchronization depends on the apps' API rate limits.
  • Historical data migration requires a separate, one-time setup.

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