Connect BoardCRM and Agora to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Get project usage
Enable or Disable Primary app
Set IP Address
Enable or Disable a Project
Get a Project by ID
Create a project
Enable Integrations or automations with these events of BoardCRM and Agora
Enable Integrations or automations with these events of BoardCRM and Agora
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.
Get project usage
Gets the usage data of a specified project.
Enable or Disable Primary app
Enables or disables the primary app certificate for a project by ID.
Set IP Address
Sets the IP of the recording server for a project by ID.
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Frequently Asked Questions
To start, connect both your BoardCRM and Agora accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Agora (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Agora. This includes choosing which data fields go into which fields of Agora, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Agora 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 Agora. 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 Agora
Agora offers real-time voice, video, and live interactive streaming platforms, enabling developers to embed real-time video and voice functionalities into their applications.
Learn More
