Connect BoardCRM and Chatwork to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Send Message
Get the list of chat members
Add a task to a chat
Update Chat Room
Ready to use BoardCRM and Chatwork automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message in a Room
Triggers when new message is created in Room.
Message Updated
Triggers when message is updated in a Room.
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 Message
Sends a new message to a specific group chat in ChatWork.
Get the list of chat members
Get the list of all chat members associated with the specified chat .
Add a task to a chat
Add a new task to the chat.
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Frequently Asked Questions
To start, connect both your BoardCRM and Chatwork accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Chatwork (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Chatwork. This includes choosing which data fields go into which fields of Chatwork, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Chatwork 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 Chatwork. 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 Chatwork
Chatwork is a collaborative platform designed to streamline communication and project management within teams. It offers features such as group chat, task management, file sharing, and video calls to enhance productivity and foster seamless collaboration.
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