How to Connect Twilio to ProdPad

Andrea Saez — Thu, 03 Dec 2015 12:12:14 +0000

It’s no secret we love integrations around here – and what a cooler integration than to import feedback from an SMS! Here’s how you set up a zap to turn text messages into customer feedback that goes straight to ProdPad.

Zapier works via a “trigger” app and an “action” app. In this case, Twilio is the trigger and ProdPad is the action.

You will first be prompted to authorize Twilio and identify the trigger. In this case, we’ve set it up so that whenever there’s a new SMS with a custom filter (shown below) – the zap will send the information over to ProdPad.

In this set up, all incoming text messages with the hashtag #feedback will be imported automatically. You can be as creative as you want with this!

Zapier will then prompt you to map fields between the two apps.

These are our current settings:

Twilio	ProdPad
From	Username
Body	Feedback
From	User Email

Once you’ve mapped everything, you can go ahead and test the zap to make sure things are being imported correctly. Keep in mind that this test will generate an instance within ProdPad.

If you’re happy with the results, just click ‘Turn on Zap’ and done! All new submissions moving forward will be automatically added to ProdPad’s Customer Feedback module.

My top tip: Log in once a week and tag all feedback and link it to ideas. It’s a great practice to keep your backlog clean and up to date!

Which tools have you hooked up to ProdPad? Let me know in the comments – or if you haven’t seen the power of ProdPad for yourself start your free trial right here, right now!

The post How to Connect Twilio to ProdPad appeared first on ProdPad.

How to Connect Slack to ProdPad

Andrea Saez — Fri, 13 Nov 2015 14:00:40 +0000

Great ideas are everywhere – and sometimes they pop up when you’re on Slack talking to your team. Connect slack to your product management workflow and send ideas directly from Slack into ProdPad.

We’ve built out an API and use Zapier to allow you to integrate ProdPad with a wide range of other tools and services, including dev, project, customer support and task management tools – and many more! Zapier works by having a “trigger” app and an “action” app. In this case, Slack is the trigger and ProdPad is the action.

Zapier will begin by asking you to authenticate your trigger. Once that is done, select the type of trigger the zap will use. In this case, I’ve set it up for when there is a new message posted to Slack.

You will then be prompted to authorize the action – in this case your Slack account.

I defined a channel and a filter. In this case, my filter identifies any piece of conversation that contains the text ‘#idea’ – automatically sending that text over to ProdPad.

Now it’s time to set up the action itself and map the fields.

These are our current settings:

Slack	ProdPad
Text	Idea Description
Added from #ChannelName channel on Slack by username	Notes
source:slack	Tags

This will ensure that the text, along with the source, are tagged and added to your ProdPad account.

Once you’ve mapped everything, you can go ahead and run a test zap to make sure the information is coming in as needed. Keep in mind that this test will generate an instance within ProdPad.

If you’re happy with the results, just click ‘Turn on Zap’ and done!

Which tools have you hooked up to ProdPad? Let me know in the comments – or if you haven’t seen the power of ProdPad for yourself start your free trial right here, right now!

The post How to Connect Slack to ProdPad appeared first on ProdPad.

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How to Connect Twilio to ProdPad

How to Connect Slack to ProdPad