Connect BoardCRM and Botse to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Send WhatsApp Template Message
Create Contact
Delete Contact
Ready to use BoardCRM and Botse automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message Arrives
Runs when new message arrives
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.
Send WhatsApp Template Message
Sends a WhatsApp template message with dynamic fields and optional media to an individual or group.
Create Contact
Create a new contact in Botse CRM using name, WhatsApp, email, and any custom fields.
Delete Contact
Delete a contact from your contacts list.
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Frequently Asked Questions
To start, connect both your BoardCRM and Botse accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Botse (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Botse. This includes choosing which data fields go into which fields of Botse, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Botse 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 Botse. 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 Botse
Botse is a cutting-edge platform designed to enhance customer interactions through AI-driven chatbots and automation tools. It empowers businesses to streamline communication, improve customer support, and boost engagement by leveraging intelligent bots that can handle a variety of tasks efficiently.
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