Connect BoardCRM and Acadle to Build Intelligent Automations

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BoardCRM

When this happens...

Choose an Action

Acadle

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New User

New User

Triggers when a new user is created.

User Activated

User Activated

Triggers when a new user is activated.

User Deactivated

User Deactivated

Triggers when a new user is deactivated.

Request a new Trigger for BoardCRM

Do thisActions

Action is the task that follows automatically within your BoardCRM integrations.

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

Create Deal

Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.

Create User

Create User

Action for Creates a User /invite

Get User List

Get User List

Get User List

List Groups

List Groups

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Frequently Asked Questions

How do I start an integration between BoardCRM and Acadle?

To start, connect both your BoardCRM and Acadle accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Acadle (or vice versa).

Can we customize how data from BoardCRM is recorded in Acadle?

Absolutely. You can customize how BoardCRM data is recorded in Acadle. This includes choosing which data fields go into which fields of Acadle, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoardCRM and Acadle?

The data sync between BoardCRM and Acadle typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoardCRM to Acadle?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoardCRM and Acadle?

Yes, you can set conditional logic to control the flow of data between BoardCRM and Acadle. 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.

BoardCRM

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.

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Acadle

About Acadle

Acadle is an online learning management system (LMS) that allows organizations to create, manage, and deliver educational courses and training programs. It provides tools for course creation, user management, and progress tracking, making it ideal for businesses, educational institutions, and training providers.

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