Connect BoardCRM and Baseten to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Training Project
List Training Projects
Create Secret
List Secrets
Ready to use BoardCRM and Baseten automations
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Secret Created
Triggers when a new Secret is created in Baseten
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 Training Project
Create a new Baseten training project with a unique name.
List Training Projects
Retrieve all Baseten training projects, returning each project's id, name, creation/update timestamps, and team.
Create Secret
Create a new secret in Baseten using the provided name and value.
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Frequently Asked Questions
To start, connect both your BoardCRM and Baseten accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Baseten (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Baseten. This includes choosing which data fields go into which fields of Baseten, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Baseten 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 Baseten. 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 Baseten
Baseten is a platform that empowers developers to build, deploy, and manage machine learning models with ease. It provides tools for integrating AI capabilities into applications, streamlining the process from model creation to deployment.
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