Connect BoardCRM and Booqable to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
List All Customers
List All Users
List All Products
List All Provinces
List All Payments
List All Orders
List All Notes
List All Employees
List All Documents
List All Collections
List All Items
Find Customer by ID
Find Customer by Email or Name
List All Emails
Create Customer
Update Customer
Delete Customer
Find Order by ID
Ready to use BoardCRM and Booqable automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Update
Triggers when a new customer is update.
New Customer
Triggers when a new customer is added.
Updated Order
Triggers when an order is updated.
Reserved Order
Triggers when an order is reserved.
Completed Payment
Triggers when a payment is completed.
Finalize Invoice
Triggers when an invoice is finalized.
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.
List All Customers
Retrieves the details of all customers
List All Users
Retrieves the details of all users
List All Products
Retrieves the details of all products
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Frequently Asked Questions
To start, connect both your BoardCRM and Booqable accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Booqable (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Booqable. This includes choosing which data fields go into which fields of Booqable, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Booqable 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 Booqable. 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 Booqable
Booqable is cloud-based rental software to manage your business and accept online bookings.
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