Connect BoardCRM and CircleCI to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

CircleCI

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and CircleCI

Enable Integrations or automations with these events of BoardCRM and CircleCI

Actions

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

Create Deal

Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.

Create Organization

Create Organization

Creates a organization.

Create URL Orb allow-list

Create URL Orb allow-list

Creates a new URL Orb allow-list entry

Create Project

Create Project

Creates a new Project.

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Frequently Asked Questions

How do I start an integration between BoardCRM and CircleCI?

To start, connect both your BoardCRM and CircleCI accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in CircleCI (or vice versa).

Can we customize how data from BoardCRM is recorded in CircleCI?

Absolutely. You can customize how BoardCRM data is recorded in CircleCI. This includes choosing which data fields go into which fields of CircleCI, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoardCRM and CircleCI?

The data sync between BoardCRM and CircleCI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoardCRM to CircleCI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoardCRM and CircleCI?

Yes, you can set conditional logic to control the flow of data between BoardCRM and CircleCI. 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.

BoardCRM

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.

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CircleCI

About CircleCI

CircleCI is a leading continuous integration and delivery platform that automates the software development process, allowing teams to build, test, and deploy applications quickly and efficiently. It integrates seamlessly with popular version control systems and provides powerful tools for managing complex workflows, ensuring high-quality software delivery.

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