Connect BoardCRM and Axonaut to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Company
Create Quotation
Create Event
Create Task
Create Product
Create Employee
Create Expense
Create Invoice
Create Invoice Payment
Create Opportunity
Create Supplier
Create Ticket
Ready to use BoardCRM and Axonaut automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Trigger when New Company created.
New Quotation
Trugger when new Quotation is created.
New Task
Trigger when new Task created.
New Expense
Triggers when a new Expense is created.
New Invoice
This action creates a new invoice.
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 Company
Create a company in Axonaut via API
Create Quotation
Create a Quotation
Create Event
Create an Event
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Frequently Asked Questions
To start, connect both your BoardCRM and Axonaut accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Axonaut (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Axonaut . This includes choosing which data fields go into which fields of Axonaut , setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Axonaut 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 Axonaut . 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 Axonaut
Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
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