Connect BoardCRM and Gretel AI to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Get a specific Project
Create project
List Project
Update Project
Delete Project
List Project Members
Create or Update Invite / Membership
Delete Membership or Invite
List project artifacts
Create project artifact
Get project artifact
Delete project artifact
Get model
Query Models
Update model
Get model artifact
Delete model
Query record handlers
Get record handler
Update record handler
Delete record handler
Search Workflow Runs
Create Workflow Run
Cancel Workflow Run
Search Workflows
Get Your Billing Data
List Invites
List Clusters
Enable Integrations or automations with these events of BoardCRM and Gretel AI
Enable Integrations or automations with these events of BoardCRM and Gretel 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.
Get a specific Project
Fetch a single project owned or belonged to by the current user by the project ID or project name.
Create project
Create a project. Project names must be globally unique and DNS name compliant.
List Project
List all projects the current user owns.
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Frequently Asked Questions
To start, connect both your BoardCRM and Gretel AI accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Gretel AI (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Gretel AI. This includes choosing which data fields go into which fields of Gretel AI, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Gretel 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 Gretel 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 Gretel AI
Gretel AI provides tools and APIs to generate synthetic data, ensuring privacy and security while enabling data sharing and collaboration. It is designed to help developers and data scientists create high-quality, privacy-preserving synthetic data for machine learning and analytics.
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