Connect BoardCRM and Agiled to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Agiled

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and Agiled

Enable Integrations or automations with these events of BoardCRM and Agiled

Actions

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.

Add Product

Add Product

Use this action to add products in agiled.app

Add Project

Add Project

Use this action to add Projects in agiled.app

Create Contact

Create Contact

Create a contact with role lead

Explore more automations built by businesses and experts

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 Agiled?

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

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

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

How often does the data sync between BoardCRM and Agiled?

The data sync between BoardCRM and Agiled 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 Agiled?

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 Agiled?

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

About Agiled

Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.

Learn More