Connect BoardCRM and Domo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create DataSet
Create List
Update List
Create Group
Create Project
Update Project
List Projects
Create User
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New DataSet Is Created
Runs when new DataSet is created
New Card Created
Runs when a new card is created in Domo.
New Task Created
Runs when a new task is created.
New Project Created
Runs when a new project is created.
Do thisActions
Action is the task that follows automatically within your BoardCRM integrations.
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 DataSet
Create a new DataSet in Domo.
Create List
Creates a new list in a Domo project with a specified name and type, and an optional order.
Update List
Updates an existing list in Domo with a new name, type, or position.
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Frequently Asked Questions
To start, connect both your BoardCRM and Domo accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Domo (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Domo. This includes choosing which data fields go into which fields of Domo, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Domo 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 Domo. 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 Domo
Domo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.
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