Connect BoardCRM and api.video to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Live Stream Started
This Trigger will fire when a Live stream has Begun Broadcasting
Live Stream Ended
Triggers whe a Live stream ended
New Live Stream Created
Returns newly created live streams at scheduled time intervals.
New Video Created
Returns newly created videos based on the scheduled time interval.
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.
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Frequently Asked Questions
To start, connect both your BoardCRM and api.video accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in api.video (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in api.video. This includes choosing which data fields go into which fields of api.video, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and api.video 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 api.video. 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 api.video
api.video is a video hosting and streaming service that allows users to upload, manage, and deliver videos with ease. It provides APIs to integrate video functionalities into applications.
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