SaaS Use Cases

How SaaS products integrate BoardAPI to add visual collaboration features.

Project Management Tools

The Challenge

Modern project management tools face consistent demands from their users:

Clients request Miro-like functionality for visual planning
Building a whiteboard feature from scratch = 6+ months + $50k+ investment
Can't afford a dedicated team just for this feature
Need to maintain focus on core product development

The Solution

Embed BoardAPI via iframe + API integration to add visual collaboration in days, not months.

Integration Example:

javascript

// Create board when project is created
const board = await boardapi.boards.create({
  title: `Project: ${project.name}`,
  whiteLabelDomain: 'boards.yourapp.com'
});

// Embed in your UI
<iframe
  src={board.embedUrl}
  width="100%"
  height="800px"
  frameborder="0"
/>

White-Label Setup:

javascript

// Configure branding
const board = await boardapi.boards.create({
  title: project.name,
  config: {
    branding: {
      hide_logo: true,              // Remove BoardAPI logo
      primary_color: '#2196F3',     // Your brand colors
      custom_domain: 'boards.yourapp.com'
    },
    metadata: {
      project_id: project.id,
      company_id: user.company_id
    }
  }
});

Sync Changes Back:

javascript

// Listen to webhooks for real-time sync
app.post('/api/webhooks/board-updates', (req, res) => {
  const { event, board_uuid, data } = req.body;

  if (event === 'object.moved') {
    // Update task status in your system
    Task.find(data.task_id).update({
      status: data.new_column
    });
  }
});

Results

Real impact for SaaS companies integrating BoardAPI:

Time to market: 2 weeks vs 6+ months
Development cost: $99/mo vs $50k+ upfront + maintenance
Team focus: Engineers stay focused on core product
Monetization: Charge as premium feature ($19-49/mo add-on)
Customer satisfaction: Deliver requested features fast

Key Features

Learn more about the features that make this possible:

Consulting Platforms

The Challenge

Consulting and coaching platforms struggle with remote client workshops:

Video calls alone don't capture ideas effectively
Clients need visual frameworks for strategy sessions
Consultants waste time recreating templates for each client
No persistent visual workspace between sessions

The Solution

BoardAPI provides white-labeled visual workspaces for consultants with reusable templates.

Workshop Setup:

javascript

// Create workshop board from template
const workshop = await boardapi.boards.create({
  title: `Strategy Session: ${client.company}`,
  template: 'strategy-canvas',  // Pre-built template
  config: {
    presenterMode: true,  // Consultant leads
    metadata: {
      consultant_id: consultant.id,
      client_id: client.id,
      session_type: 'strategy'
    }
  }
});

// Generate client access link
const clientLink = await boardapi.boards.createAccessLink(workshop.uuid, {
  role: 'participant',
  expires_in: '7d'
});

Template Library:

javascript

// Save successful workshop as template
await boardapi.templates.create({
  source_board: workshop.uuid,
  name: 'SWOT Analysis Framework',
  category: 'strategy',
  metadata: { created_by: consultant.id }
});

// List consultant's templates
const templates = await boardapi.templates.list({
  owner: consultant.id
});

Results

Session efficiency: 2x more ideas captured per session
Client satisfaction: Visual deliverables they can reference
Recurring revenue: Clients pay for ongoing workshop access
Brand consistency: White-labeled boards under your domain

Key Features

Presenter Mode — Lead workshops effectively
Templates — Reusable frameworks
White-Label — Your brand, your domain

Design Collaboration

The Challenge

Design tools and agencies need client feedback workflows:

Miro is expensive for per-project use ($500+/mo)
Clients struggle with complex design tools
Feedback gets lost in email threads
Need visual moodboards and annotations

The Solution

Embed lightweight visual collaboration for design reviews and moodboards.

Client Review Board:

javascript

// Create review board for design project
const reviewBoard = await boardapi.boards.create({
  title: `Design Review: ${project.name}`,
  config: {
    objectTypes: ['sticky-note', 'comment', 'image'],
    permissions: {
      guests: ['view', 'comment'],  // Clients can only comment
      hosts: ['all']  // Designers have full control
    }
  }
});

// Upload design mockups
for (const mockup of project.mockups) {
  await boardapi.objects.create(reviewBoard.uuid, {
    type: 'image',
    data: { url: mockup.url, title: mockup.name },
    position: { x: mockup.index * 400, y: 100 }
  });
}

Moodboard Creation:

javascript

// Create collaborative moodboard
const moodboard = await boardapi.boards.create({
  title: `Moodboard: ${project.name}`,
  config: {
    objectTypes: ['image', 'color-swatch', 'sticky-note'],
    background: 'grid'
  }
});

// Share with client for inspiration gathering
const clientLink = boardapi.boards.createAccessLink(moodboard.uuid, {
  role: 'editor',  // Client can add references
  name: client.name
});

Results

Feedback speed: Real-time vs email back-and-forth
Context preserved: Comments attached to specific designs
Client collaboration: Clients feel involved in the process
Cost: $99/mo vs $500+ for Miro Business

Key Features

Real-time Cursors — See who's viewing what
Custom Objects — Color swatches, annotations
Guest Access — No registration for clients

Customer Success & Onboarding

The Challenge

SaaS companies struggle with customer onboarding:

Zoom calls lack interactivity
Documentation is dry and often ignored
Hard to personalize onboarding for each customer
No visual record of setup decisions

The Solution

Interactive onboarding boards with step-by-step Frames.

Onboarding Workspace:

javascript

// Create personalized onboarding board
const onboarding = await boardapi.boards.create({
  title: `Welcome to ${app.name}: ${customer.company}`,
  template: 'customer-onboarding',
  config: {
    frames: true,  // Enable step-by-step navigation
    metadata: {
      customer_id: customer.id,
      csm_id: csm.id,
      plan: customer.plan
    }
  }
});

// Pre-populate with customer data
await boardapi.objects.create(onboarding.uuid, {
  type: 'info-card',
  frame: 'welcome',
  data: {
    title: `Welcome, ${customer.name}!`,
    content: `Let's set up your ${customer.plan} account...`
  }
});

Progress Tracking:

javascript

// Track onboarding progress via webhooks
app.post('/webhooks/board-events', (req, res) => {
  const { event, data } = req.body;

  if (event === 'frame.viewed') {
    // Update onboarding progress
    Customer.find(data.metadata.customer_id).update({
      onboarding_step: data.frame_name,
      onboarding_progress: data.frame_index / data.total_frames * 100
    });
  }

  if (event === 'object.completed') {
    // Mark checklist item as done
    OnboardingTask.find(data.task_id).complete();
  }
});

Results

Onboarding completion: 85% vs 40% with docs alone
Time to value: 3 days vs 2 weeks
Support tickets: -60% during onboarding
Customer satisfaction: Interactive > passive

Key Features

Frames — Step-by-step guided flow
Webhooks — Track progress in your CRM
Custom Objects — Checklists, info cards

Real-World Example: TaskPro.ru

Company: Russian Asana/Trello alternative Size: 5,000+ company clients Challenge: Competitors added visual boards, losing customers

Integration Approach:

Menu Item: Added "Visual Board" tab in their navigation
iframe Embed: Embedded BoardAPI boards per project
Task Sync: Bidirectional sync between their tasks and board objects
White-Label: Custom domain boards.taskpro.ru with their branding

Code Snippet:

php

// Laravel backend - create visual board for project
public function createVisualBoard(Project $project) {
    $board = WhiteboardAPI::createBoard([
        'title' => $project->name,
        'config' => [
            'objectType' => 'task-card',
            'branding' => [
                'hide_logo' => true,
                'primary_color' => '#2196F3',  // TaskPro brand color
            ],
            'metadata' => [
                'project_id' => $project->id,
                'company_id' => auth()->user()->company_id,
            ]
        ]
    ]);

    // Sync existing tasks to board
    foreach ($project->tasks as $task) {
        WhiteboardAPI::createObject($board->uuid, [
            'type' => 'task-card',
            'data' => [
                'title' => $task->title,
                'priority' => $task->priority,
                'assignee' => $task->assignee->name,
                'task_id' => $task->id,
            ],
            'position' => ['x' => 100, 'y' => 100]
        ]);
    }

    return $board;
}

Business Impact:

Revenue: $99/mo cost → $50,000/mo revenue ($10/mo × 5,000 companies)
Net profit: $49,901/mo from visual boards feature
Customer retention: Stopped churn to competitors
Development time: 2 weeks instead of 6+ months

Why BoardAPI for SaaS?

vs Building In-House:

Aspect	BoardAPI	Build In-House
Time to launch	2 weeks	6+ months
Upfront cost	$0	$50k+
Monthly cost	$99-499	$5k+ (team)
Maintenance	Zero	Ongoing
Updates	Automatic	Manual
Scaling	Built-in	Your problem

vs Other Embeddable Solutions:

White-label: True white-label (custom domain, no branding)
API-first: Full programmatic control
Custom objects: Register your own object types
Stateless users: No forced registration for end-users
Price: $99/mo vs $500+ for Miro Business

Getting Started

Quick Start Steps:

Sign up for Professional plan ($99/mo)
Get your API key from dashboard
Follow the API Integration Guide
Set up White-Label domain
Implement Webhooks for sync

Need Help?

Check our Integration Examples
Read API Documentation
Contact sales@boardapi.io for enterprise solutions

SaaS Use Cases ​

Project Management Tools ​

The Challenge ​

The Solution ​

Results ​

Key Features ​

Consulting Platforms ​

The Challenge ​

The Solution ​

Results ​

Key Features ​

Design Collaboration ​

The Challenge ​

The Solution ​

Results ​

Key Features ​

Customer Success & Onboarding ​

The Challenge ​

The Solution ​

Results ​

Key Features ​

Real-World Example: TaskPro.ru ​

Why BoardAPI for SaaS? ​

Getting Started ​

SaaS Use Cases

Project Management Tools

The Challenge

The Solution

Results

Key Features

Consulting Platforms

The Challenge

The Solution

Results

Key Features

Design Collaboration

The Challenge

The Solution

Results

Key Features

Customer Success & Onboarding

The Challenge

The Solution

Results

Key Features

Real-World Example: TaskPro.ru

Why BoardAPI for SaaS?

Getting Started