Connect BoardCRM and EventsAir to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

EventsAir

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and EventsAir

Enable Integrations or automations with these events of BoardCRM and EventsAir

Actions

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.

Retrieve List of Events

Retrieve List of Events

Retrieves List of Events

Retrieve List of Sessions for an Event

Retrieve List of Sessions for an Event

Retrieve List of Sessions

Retrieve Webhook Event Types

Retrieve Webhook Event Types

Retrieve Webhook Event Types

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Frequently Asked Questions

How do I start an integration between BoardCRM and EventsAir?

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

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

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

How often does the data sync between BoardCRM and EventsAir?

The data sync between BoardCRM and EventsAir 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 EventsAir?

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 EventsAir?

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

About EventsAir

EventsAir is a comprehensive event management platform designed to streamline the planning, execution, and analysis of events. It offers a suite of tools for event organizers to manage registrations, create engaging virtual and hybrid experiences, and analyze event performance. With its robust features, EventsAir caters to the needs of event professionals looking to enhance attendee experiences and optimize event operations.

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