Connect BoardCRM and Figma to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Figma

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and Figma

Enable Integrations or automations with these events of BoardCRM and Figma

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.

Create Comment

Create Comment

Create comment on a file.

Add Comment Reaction

Add Comment Reaction

Create a new comment reaction on a file comment.

Delete Comment Reaction

Delete Comment Reaction

Deletes a specific comment reaction.

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Frequently Asked Questions

How do I start an integration between BoardCRM and Figma?

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

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

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

How often does the data sync between BoardCRM and Figma?

The data sync between BoardCRM and Figma 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 Figma?

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 Figma?

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

About Figma

Figma is a collaborative interface design tool that allows teams to create, prototype, and share designs seamlessly. It is widely used by designers and developers to work together in real-time, making the design process more efficient and effective.

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