Connect BoardCRM and actiTIME to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

actiTIME

Automatically do this!

Ready to use BoardCRM and actiTIME automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Task Created

Task Created

Triggers when a new task created.

Task Updated

Task Updated

Triggers when an existing task updated.

Task Deleted

Task Deleted

Triggers when an existing task deleted.

Project Created

Project Created

Triggers when a new project created.

Project Updated

Project Updated

Triggers when an existing poject update.

Project Deleted

Project Deleted

Triggers when an existing poject delete.

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 Task

Create Task

Create a new task in actiTIME for a selected project, with optional description, deadline, estimate, and type of work.

Create Project

Create Project

Creates a new project in actiTIME for a selected customer, with an optional description.

Create Customer

Create Customer

Create a new customer in actiTIME using the provided name and optional description.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between BoardCRM and actiTIME?

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

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

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

How often does the data sync between BoardCRM and actiTIME?

The data sync between BoardCRM and actiTIME 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 actiTIME?

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 actiTIME?

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

Learn More
actiTIME

About actiTIME

Actitime is a comprehensive time tracking and project management tool designed to help businesses streamline their workflow and improve productivity. It offers features like task management, time tracking, and reporting to ensure efficient project execution.

Learn More