Connect BoardCRM and Elai to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create a Video
Delete a Video
Update a Video
Render a Video
Copy/Transform Video
Create a Stream
Close a Stream
Generate slides/convert story
Enhance the whole video
Ready to use BoardCRM and Elai automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Video Created
Triggers when new video is created in Elai Account.
Video Ready
Triggers when any video change it's status to "ready".
Video Error
Triggered when any video has a validation or a rendering error
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 a Video
create a new video.
Delete a Video
Deletes a video from Elai account.
Update a Video
Update a Video in the Elai account.
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Frequently Asked Questions
To start, connect both your BoardCRM and Elai accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Elai (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Elai. This includes choosing which data fields go into which fields of Elai, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Elai 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 Elai. 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 Elai
Elai.io is a leading text-to-video platform that allows anyone to build customized AI videos with a presenter using only text. A few moments is all it takes to generate a video with 69 languages available for translation.
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