Connect BoardCRM and Cast AI to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Predict Model
Mark Organization
Enable Integrations or automations with these events of BoardCRM and Cast AI
Enable Integrations or automations with these events of BoardCRM and Cast AI
Actions
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.
Predict Model
Predict the best model based on the prompt.
Mark Organization
Mark the organization eligible for tial period.
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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
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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 BoardCRM and Cast AI accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Cast AI (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Cast AI. This includes choosing which data fields go into which fields of Cast AI, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Cast AI 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 Cast AI. 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 Cast AI
Cast AI is a platform that provides automated cloud optimization solutions, helping businesses manage and optimize their cloud resources efficiently. It leverages AI to reduce cloud costs, enhance performance, and ensure high availability of applications.
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