Connect Adyen and BoardCrm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Adyen
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Adyen and BoardCrm
Enable Integrations or automations with these events of Adyen and BoardCrm
Actions
Create Payment Session
Create an Adyen checkout session and return the session ID, expiry, and data for redirect or embedded checkout.
Create Order
Create a new Adyen checkout order to start payment processing and return order details (provider reference, order reference, amount, expiry).
Cancel an order
Cancel an existing Adyen order to stop further processing and, when supported, release reserved funds.
Create a payment link
Generate an Adyen-hosted payment link for a specified amount and shopper so they can complete payment.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Adyen and BoardCrm accounts to viaSocket. Once connected, you can set up a workflow where an event in Adyen triggers actions in BoardCrm (or vice versa).
Absolutely. You can customize how Adyen data is recorded in BoardCrm. This includes choosing which data fields go into which fields of BoardCrm, setting up custom formats, and filtering out unwanted information.
The data sync between Adyen and BoardCrm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Adyen and BoardCrm. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Adyen
Adyen is a global payment platform that enables businesses to accept payments online, in-app, and in-store through a single solution. With advanced fraud protection, seamless checkout experiences, and support for major payment methods worldwide, Adyen powers secure and scalable payment processing for leading enterprises.
Learn MoreAbout BoardCrm
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
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