Connect BoardCRM and Authress to Build Intelligent Automations
Ready to use BoardCRM and Authress automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Group
Trigger when a new group created.
New Application
Triggger when a new application is created.
New Tenants
Trigger when a new tenants created.
New Connections
Trigger when a new connection 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 Role
Creates a role with permissions.
Create tenant
Specify tenant identity details for tenant tracking, separation, and user management.
Create Group
Specify users to be included in a new group.
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Frequently Asked Questions
To start, connect both your BoardCRM and Authress accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Authress (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Authress. This includes choosing which data fields go into which fields of Authress, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Authress 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 Authress. 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 Authress
Authress is a powerful authentication and authorization platform that provides secure access management solutions for applications. It simplifies the process of managing user identities and permissions, ensuring that only authorized users can access specific resources.
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