Connect BoardCRM and Generatebanners to Build Intelligent Automations
Ready to use BoardCRM and Generatebanners automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Templates Created
Trigger when a new template is created.
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.
Search Templates
Search templates by name.
Create an Image
Create a new image.
Create a Set of Images
Create a new image set.
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Frequently Asked Questions
To start, connect both your BoardCRM and Generatebanners accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Generatebanners (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Generatebanners. This includes choosing which data fields go into which fields of Generatebanners, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Generatebanners 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 Generatebanners. 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 Generatebanners
Generatebanners is a platform that specializes in creating custom banners for various purposes, including marketing, events, and online promotions. It offers tools and templates to design visually appealing banners that can enhance brand visibility and engagement.
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