Connect BoardCRM and Graphy
Integrate BoardCRM with Graphy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Comment in Boardcrm when New Learner is created in Graphy
UpdateLead in BoardCrm when New Learner is created in Graphy
Create Deal in Boardcrm when New Learner is created in Graphy
Add Comment in Boardcrm when New Success Transaction in Graphy
UpdateLead in BoardCrm when New Success Transaction in Graphy
Popular BoardCRM + Graphy 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
Graphy
Automatically do this!
Enroll Learner to Course
Unenroll Learner from Course
Create a Learner
Find Product
Update Course Validity
Find Learner
Reset Learners Password
Get Learner by ID
Add Comment in Boardcrm when New Learner is created in Graphy
Use this flowUpdateLead in BoardCrm when New Learner is created in Graphy
Use this flowCreate Deal in Boardcrm when New Learner is created in Graphy
Use this flowAdd Comment in Boardcrm when New Success Transaction in Graphy
Use this flowUpdateLead in BoardCrm when New Success Transaction in Graphy
Use this flowCreate Deal in Boardcrm when New Success Transaction in Graphy
Use this flowSupported Triggers & Actions
Everything you can automate between BoardCRM and Graphy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Learner is created
Triggers when a learner is created
New Success Transaction
Triggers when the process of purchase transaction is complete
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.
Enroll Learner to Course
Enroll a learner to a course by email ID
Unenroll Learner from Course
Unenroll a Lerner from Course using email ID
Create a Learner
Creates a learner using email ID and Name
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 Graphy
Graphy is a platform that enables creators to build and sell interactive courses. It provides tools for video hosting, quizzes, and community engagement, allowing creators to offer a comprehensive learning experience.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoardCRM and Graphy 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 Graphy 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 Graphy. No coding required.
Yes. You can set up a workflow where BoardCRM triggers actions in Graphy, and a separate workflow where Graphy 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 Graphy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoardCRM and Graphy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
