Connect BoardCRM and DocuMocu to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create a Category
Archive a Document
Create a Contact
Create a Document
Create a Product
Create a Recipient
Create a Role
Duplicate a Product
Restore a Document
Restore a Product
Restore a Template
Update a Category
Update a Contact
Update a Document
Update a Product
Update a Recipient
Update a Document Status
Delete a Template
Delete a Product
Trash a Document
Delete a Contact
Delete a Category
Enable Integrations or automations with these events of BoardCRM and DocuMocu
Enable Integrations or automations with these events of BoardCRM and DocuMocu
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 a Category
Create a new category.
Archive a Document
Moves a document to archive. Can be restored later.
Create a Contact
Create a new contact and use it to create document recipients.
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Frequently Asked Questions
To start, connect both your BoardCRM and DocuMocu accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in DocuMocu (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in DocuMocu. This includes choosing which data fields go into which fields of DocuMocu, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and DocuMocu 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 DocuMocu. 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 DocuMocu
DocuMocu is a comprehensive document management platform designed to streamline the creation, storage, and sharing of documents. It offers robust features for collaboration, version control, and secure access, making it an ideal solution for businesses and individuals looking to enhance their document workflows.
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