Perspective + Productboard

Create notes in Productboard for new Perspective leads via funnel

Stay updated on your incoming leads with this seamless workflow. When a new lead is captured via Funnel in Perspective, this integration creates a note in Productboard, ensuring your team stays informed and organized. Simplify your lead management process and make certain essential information is promptly documented and shared with the right team members.

When this happens...
New Lead via Funnel
Triggers when a new lead is created via a funnel.
TriggerInstant
automatically do this!
Create Note
Triggers when a new note is created.
ActionWrite

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Supported triggers and actions

What does this mean?

- FunnelRequired
Trigger
Instant
Try It
- FunnelRequired
Action
Write
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- Note Title
- Note Content
- Note OwnerRequired
- Said by (User Name)
- Said by (User E-Mail)
- Said By (User External ID)
- Note StatusRequired
- Note Tags
- Company domain
Action
Write

- FunnelRequired
Trigger
Instant
Try It
New Feature
Triggers when a new feature is created.
Trigger
Scheduled
Try It
- Feature OwnerRequired
- Feature NameRequired
- Feature Product
- Feature Description
- Feature StatusRequired
- Feature Tags
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Productboard

Productboard is beautiful, simple, and powerful product management. Product leaders can easily centralize user and market research, capture and organize feature ideas, prioritize against clear strategic objectives and keep everyone on the same page thanks to delightful, interactive roadmaps.

Learn more

Related categories

Product Management

Perspective + Productboard

Create notes in Productboard for new Perspective leads via funnel

Visitor Completed a Funnel

Create Contact

New Note

Create Note

Note Title

Note Content

Said by (User Name)

Said by (User E-Mail)

Said By (User External ID)

Note Tags

Company domain

New Lead via Funnel

New Feature

Create Feature

Feature Product

Feature Description

Feature Tags

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

About Perspective

Related categories

Similar apps

Zapier Interfaces

About Productboard

Related categories