Connect BoardCRM and Evenium to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Evenium

Automatically do this!

Ready to use BoardCRM and Evenium automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Event

New Event

Triggers when a new event is created.

New Guests Added

New Guests Added

Triggers when new guest is added

Guest Created or Updated

Guest Created or Updated

Triggers when a new guest is created or 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 participant

Create participant

This action helps you add participants in an event.

Request a new Action for BoardCRM

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Frequently Asked Questions

How do I start an integration between BoardCRM and Evenium?

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

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

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

How often does the data sync between BoardCRM and Evenium?

The data sync between BoardCRM and Evenium 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 Evenium?

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 Evenium?

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

About Evenium

Evenium is a comprehensive solution for managing professional events. Evenium .NET handles registration, while OnSite takes care of entry management. ConnexMe, our mobile event app, provides interactive tools to your attendees and meetings.

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