Connect BoardCRM and Flodesk
Integrate BoardCRM with Flodesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Comment in Boardcrm when New Subscriber Created in Flodesk
UpdateLead in BoardCrm when New Subscriber Created in Flodesk
Create Deal in Boardcrm when New Subscriber Created in Flodesk
Add Comment in Boardcrm when New Subscriber Added to a Segment in Flodesk
UpdateLead in BoardCrm when New Subscriber Added to a Segment in Flodesk
Popular BoardCRM + Flodesk flows
Start from a real workflow other teams are already running.
Choose a trigger
BoardCRM
When this happens...
- Request a new Trigger for BoardCRM
Choose an action
Flodesk
Automatically do this!
Remove Subscriber From Segments
Add Subscriber To Segments
Find Subscriber
Unsubscribe Subscriber
Create Or Update Subscriber
List Subscribers
List Segments
List Segment Colors
List Workflows
Add Existing Subscriber to Workflow
Create Custom Field
Remove Subscriber From Workflow
Create or Update Subscriber
Create Segment
Get Segment
List Custom Fields
Add Comment in Boardcrm when New Subscriber Created in Flodesk
Use this flowUpdateLead in BoardCrm when New Subscriber Created in Flodesk
Use this flowCreate Deal in Boardcrm when New Subscriber Created in Flodesk
Use this flowAdd Comment in Boardcrm when New Subscriber Added to a Segment in Flodesk
Use this flowUpdateLead in BoardCrm when New Subscriber Added to a Segment in Flodesk
Use this flowCreate Deal in Boardcrm when New Subscriber Added to a Segment in Flodesk
Use this flowAdd Comment in Boardcrm when Subscriber Unsubscribed from Flodesk
Use this flowUpdateLead in BoardCrm when Subscriber Unsubscribed from Flodesk
Use this flowCreate Deal in Boardcrm when Subscriber Unsubscribed from Flodesk
Use this flowSupported Triggers & Actions
Everything you can automate between BoardCRM and Flodesk.
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscriber Created
Runs when new subscriber is created in your Flodesk account.
New Subscriber Added to a Segment
Runs when a subscriber is added to a chosen segment.
Subscriber Unsubscribed
Runs when a subscriber unsubscribes from a chosen list.
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.
Remove Subscriber From Segments
Remove a subscriber from selected segments using subscriber ID or email.
Add Subscriber To Segments
Adds a subscriber to one or more selected segments.
Find Subscriber
Find a subscriber by email or ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Flodesk
Flowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoardCRM and Flodesk accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between BoardCRM and Flodesk as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Flodesk. No coding required.
Yes. You can set up a workflow where BoardCRM triggers actions in Flodesk, and a separate workflow where Flodesk triggers actions in BoardCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between BoardCRM and Flodesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoardCRM and Flodesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
