Connect BoardCRM and 2Chat to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create a Contact
Create Channel
Set WhatsApp About
Send a WhatsApp Text Message
Send a WhatsApp Media Message
Send a WhatsApp Group Media Message
Check if a Phone Number Has WhatsApp
Create a WhatsApp Group
Add Participants to a WhatsApp Group
Ready to use BoardCRM and 2Chat automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New WhatsApp Message Received
Triggers when a new message is received on 2Chat.
New WhatsApp Message Sent
Triggers when a new message is sent on 2Chat.
New WhatsApp Message
Triggers when a new WhatsApp message is either sent or received.
WhatsApp Call Received
Triggers when a new WhatsApp call is received.
New Message Reaction
Triggers when someone reacts to a message.
New Edited Message
Triggers when a message is edited. It will also trigger for group messages being edited.
Do thisActions
Action is the task that follows automatically within your BoardCRM integrations.
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.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
Create a Contact
Create a new contact information to your system.
Create Channel
The "Create Channel" action allows you to set up a new WhatsApp channel
Set WhatsApp About
Set the WhatsApp profile about of your 2Chat-connected Number.
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Frequently Asked Questions
To start, connect both your BoardCRM and 2Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in 2Chat (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in 2Chat. This includes choosing which data fields go into which fields of 2Chat, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and 2Chat 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 BoardCRM and 2Chat. 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 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.
Learn MoreAbout 2Chat
2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
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