Connect BoardCRM and Clockodo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Customer
Create time entry
List customers
Create Project
Create Service
Create SubProject
List all projects
Create User
Update time off
Update a customer
Update project
Enable Integrations or automations with these events of BoardCRM and Clockodo
Enable Integrations or automations with these events of BoardCRM and Clockodo
Actions
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 Customer
Add a new customer with billing and status details and an optional note.
Create time entry
Add a work time entry with start and end times, project, customer, and billing details.
List customers
Retrieve all customers in your account.
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your BoardCRM and Clockodo accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Clockodo (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Clockodo. This includes choosing which data fields go into which fields of Clockodo, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Clockodo 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 Clockodo. 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 Clockodo
Clockodo is a comprehensive time tracking software designed to help businesses efficiently manage and monitor employee work hours. It offers detailed reporting and seamless integration with various tools to streamline operations.
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