ClientSuccess + Productboard Integrations
Put ClientSuccess + Productboard to work with AI and enterprise-grade automation
Learn more about ClientSuccess integrations or talk to a human
4.9/5 on G2·
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Workflows you can build between ClientSuccess and Productboard
See the kind of workflows teams build with ClientSuccess and Productboard below — describe the exact one you want above and the Agent builds it on demand.
ClientSuccess + Productboard
When a new user or pulse insight is recorded in ClientSuccess, create a feature feedback note in Productboard.
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Generate project tasks when deals are won
When a deal is won in ClientSuccess, automatically create a project task in Productboard to kick off client onboarding.
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Log activity in CRM when task comments are added
When a comment is added to a client task in Productboard, automatically log the activity in ClientSuccess on the customer record.
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Browse the full workflow library →
Looking to achieve something else with ClientSuccess and Productboard?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for ClientSuccess and Productboard
Everything ClientSuccess and Productboard can do inside a workflow — the triggers that start one and the actions that run when it fires.
ClientSuccess Explore ClientSuccess →
ClientSuccess is a customer success platform that helps business-to-business companies track account health, increase retention, and manage subscription renewals.
TriggersTriggers when a new client is added.
Triggers when a new contact is created.
Triggers when a new contract is added to a client.
Triggers when a new user/employee is added to your organization.
Triggers when a new pulse is added to a client.
Triggers when a new subscription is added to a client.
Creates a new client.
Creates a new contact within a client.
Creates a new contract.
Creates a new engagement interaction on a client.
Creates a new pulse on a client.
Creates a new subscription.
Productboard Explore Productboard →
A product management system that helps teams consolidate user feedback, prioritize feature roadmaps, and align strategic plans.
TriggersTriggers when a new feature is created.
Triggers when a feature is updated. Note: this trigger uses the Productboard v2 API and requires an API token. Enter your API token in the 'API Token' field when connecting your Productboard account.
Triggers when a new note is created.
Triggers when a note is updated. Note: this trigger uses the Productboard v2 API and requires an API token. Enter your API token in the "API Token" field when connecting your Productboard account.
Creates a new feature.
Creates a new note.
Updates an existing note in Productboard. Note: this action uses the Productboard v2 API and requires an API token. Enter your API token in the "API Token" field when connecting your Productboard account.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about ClientSuccess + Productboard
Is there a pre-built ClientSuccess + Productboard automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches ClientSuccess and Productboard's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built ClientSuccess or Productboard connector?
No. The Agent works whether or not ClientSuccess or Productboard already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Productboard and ClientSuccess help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in ClientSuccess automatically spin up project tasks?
Yes, when a deal is won or changes stages in ClientSuccess, you can instantly create initial project tasks in Productboard.