Connect BoardCRM and AX Semantics to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
List Collections
Get a single collection
Overall progress status
Get all documents
Add a document in a collection
Delete a collection data
Delete a collection
Update an existing Document
Get details of a document
Delete a document
List Storyexports
Create Document
Enable Integrations or automations with these events of BoardCRM and AX Semantics
Enable Integrations or automations with these events of BoardCRM and AX Semantics
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.
List Collections
To get all the collections.
Get a single collection
Fetch details of a specific collection
Overall progress status
Display a combined status of all ongoing tasks.
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Frequently Asked Questions
To start, connect both your BoardCRM and AX Semantics accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in AX Semantics (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in AX Semantics. This includes choosing which data fields go into which fields of AX Semantics, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and AX Semantics 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 AX Semantics. 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 AX Semantics
AX Semantics is an AI-powered content generation platform that enables users to automate the creation of written content across various languages and formats.
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