Connect BoardCRM and GanttPRO to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Task
Create Project
Delete Task
Update task
Add Comment To Task
Ready to use BoardCRM and GanttPRO automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Returns tasks from the selected project that were created within the past number of minutes specified by the scheduledTime input.
New Comment
Returns comments added to the selected task within the past specified number of minutes.
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.
Create Task
Create a new task in a GanttPRO project with specified name, dates, status, priority, progress, estimation, deadline, and color.
Create Project
Create a new project in GanttPRO with a name, optional description, start date, and configuration (duration view and working days).
Delete Task
Permanently deletes the selected task from the specified GanttPRO project.
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Frequently Asked Questions
To start, connect both your BoardCRM and GanttPRO accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in GanttPRO (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in GanttPRO. This includes choosing which data fields go into which fields of GanttPRO, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and GanttPRO 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 GanttPRO. 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 GanttPRO
Ganttpro is a powerful project management tool that helps teams plan, schedule, and manage their projects using Gantt charts. It offers features like task management, resource allocation, and time tracking to ensure projects are completed on time and within budget.
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