Connect BoardCRM and cryptlex to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

cryptlex

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

License Updated

License Updated

Triggers when a license is updated.

Request a new Trigger for BoardCRM

Do thisActions

Action is the task that follows automatically within your BoardCRM integrations.

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 User

Create User

Creating a new user in the system

Update User

Update User

Update the specified user.

Delete a user

Delete a user

Permanently deletes a user. It cannot be undone.

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Frequently Asked Questions

How do I start an integration between BoardCRM and cryptlex?

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

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

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

How often does the data sync between BoardCRM and cryptlex?

The data sync between BoardCRM and cryptlex 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 cryptlex?

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 cryptlex?

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

About cryptlex

Cryptlex is a comprehensive software licensing and distribution platform that provides developers with tools to manage software licenses, protect applications, and automate the software distribution process. It offers features such as license key generation, activation, and deactivation, along with analytics to track software usage and compliance.

Learn More