Connect BoardCRM and Adyen to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Payment Session
Create Order
Cancel an order
Create a payment link
Enable Integrations or automations with these events of BoardCRM and Adyen
Enable Integrations or automations with these events of BoardCRM and Adyen
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.
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.
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Frequently Asked Questions
To start, connect both your BoardCRM and Adyen accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Adyen (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Adyen. This includes choosing which data fields go into which fields of Adyen, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Adyen 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 Adyen. 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 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.
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