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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Image
Triggers when a new image is generated.
New Template
Triggers when new template is created.
Update Template
Triggers when an existing template is updated.
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 Image
Ganerate a new image
Join PDF Files
Join multiple PDF files into single PDF
Get an Image
Get a specific image by UID, or list all images if no UID is provided.
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Frequently Asked Questions
To start, connect both your BoardCRM and Bannerbear accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Bannerbear (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Bannerbear. This includes choosing which data fields go into which fields of Bannerbear, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Bannerbear 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 Bannerbear. 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 Bannerbear
Bannerbear helps you auto-generate social media visuals, e-commerce banners, dynamic email images, and more
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