Connect BoardCRM and Floworg AI to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Add Tag By Name To User
Add Tag To User
Broadcast Sub flow To User
Clear User Field
Clear User Field by Name
Create Custom Field
Create Tag
Pause Bot Automation
Remove Tag by Name from User
Remove Tag from User
Resume Bot Automation
Send Content to User
Send Main Flow to User
Send Sub Flow to User
Send Text to User
Set Bot Field
Set Bot Field by Name
Set User Field
Set User Field by Name
Create Bot User
Find Agent By Email
Enable Integrations or automations with these events of BoardCRM and Floworg AI
Enable Integrations or automations with these events of BoardCRM and Floworg AI
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.
Add Tag By Name To User
Add tag by name to specific user
Add Tag To User
Add a tag to a specific user
Broadcast Sub flow To User
Broadcast sub flow by user ns list
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Frequently Asked Questions
To start, connect both your BoardCRM and Floworg AI accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Floworg AI (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Floworg AI. This includes choosing which data fields go into which fields of Floworg AI, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Floworg AI 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 Floworg AI. 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 Floworg AI
Floworg AI is an advanced AI-driven platform designed to streamline and enhance organizational workflows. By leveraging cutting-edge artificial intelligence, Floworg AI helps businesses automate routine tasks, optimize processes, and improve overall efficiency. Whether you're managing projects, coordinating teams, or handling complex data, Floworg AI provides the tools you need to stay ahead in a competitive market.
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