Connect BoardCRM and Agendor to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Task for a Deal
Create Task for an Organization
Create Task for a Person
Update a Deal
Get a Deal
Create Deal for an Organization
Create Deal for a Person
Create or Update a Person
Get Deals for a Person
Get a Person
Delete a Person
Delete an Organization
List all People
List all Organizations
Create or Update an Organization
List all Users
List Product Categories
List Sectors
List Products
List Metrics
List Loss Reasons
List Lead Origins
Lis Deal Statuses
List Deal Stages
Update Product
Create Product
Delete Product
Ready to use BoardCRM and Agendor automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when new activity created.
Deal Won
Check whether the deal status has been updated to **Won**.
Update Deal
Triggers when deal is updated.
Update Organization
Check if an organization has been updated.
Update Person
Triggers when person is updated.
New Deal
Triggers when new deal is created.
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 Task for a Deal
Create a new task related to a deal
Create Task for an Organization
Create a new task related to an organization
Create Task for a Person
Create a new task related to a person.
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Frequently Asked Questions
To start, connect both your BoardCRM and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Agendor (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Agendor. This includes choosing which data fields go into which fields of Agendor, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Agendor 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 Agendor. 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 Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
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