Connect BoardCRM and Fakturoid to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Invoice
Create Subject
Get Subject
Update Invoice
Get Invoice
Delete Invoice
Create Payment
Delete Invoice Payment
Create Gererator
Update Gererator
Get Gererator
Delete Gererator
Create Recurring Generators
Update Recurring Generators
Activate Recurring Generator
Pause Recurring Generator
Get Recurring Generator
Delete Recurring Generator
Todo Toggle Completion
Enable Integrations or automations with these events of BoardCRM and Fakturoid
Enable Integrations or automations with these events of BoardCRM and Fakturoid
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 Invoice
Generates a new invoice in Fakturoid.
Create Subject
Creates a subject in account.
Get Subject
Get an existing subject by id in account.
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Frequently Asked Questions
To start, connect both your BoardCRM and Fakturoid accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Fakturoid (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Fakturoid. This includes choosing which data fields go into which fields of Fakturoid, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Fakturoid 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 Fakturoid. 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 Fakturoid
Fakturoid is an online invoicing and accounting platform designed to simplify financial management for small businesses and freelancers. It offers features such as automated invoicing, expense tracking, and financial reporting, making it easier to manage your business finances efficiently.
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