Connect BoardCRM and Currencyapi to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Get latest exchange rates
Enable Integrations or automations with these events of BoardCRM and Currencyapi
Enable Integrations or automations with these events of BoardCRM and Currencyapi
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.
Get latest exchange rates
Get up-to-date exchange rates for all currencies or only selected target currencies relative to a chosen base currency.
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your BoardCRM and Currencyapi accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Currencyapi (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Currencyapi. This includes choosing which data fields go into which fields of Currencyapi, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Currencyapi 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 Currencyapi. 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 Currencyapi
Currencyapi provides real-time and historical exchange rates for global currencies, enabling seamless financial transactions and data analysis.
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