Connect BoardCRM and Bika.ai to Build Intelligent Automations
Ready to use BoardCRM and Bika.ai automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
On Form Submitted
Triggered upon creation and submission of a new form.
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
Create Role
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Frequently Asked Questions
To start, connect both your BoardCRM and Bika.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Bika.ai (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Bika.ai. This includes choosing which data fields go into which fields of Bika.ai, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Bika.ai 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 Bika.ai. 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 Bika.ai
Bika.ai is an innovative platform leveraging artificial intelligence to enhance business processes and decision-making. It offers AI-driven solutions that help organizations automate tasks, analyze data, and gain insights to improve efficiency and productivity.
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