Connect BoardCRM and Gtwy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Send Message To AI
Call AI Agent Instantly
Create Alert Webhook
Call AI Agent in Background
Ready to use BoardCRM and Gtwy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Error Alert
Send an alert when an error occurs for one or more selected bridges.
Missing Variable Alert
Send an alert for selected bridges when required variables are missing, prompting you to correct the configuration.
Retry Alert is Created
Triggers when retry alert is created.
New Broadcast Response
Runs when new broadcast response 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.
Send Message To AI
Send message to AI, get reply
Call AI Agent Instantly
Get instant AI reply
Create Alert Webhook
Register webhook for errors
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Frequently Asked Questions
To start, connect both your BoardCRM and Gtwy accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Gtwy (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Gtwy. This includes choosing which data fields go into which fields of Gtwy, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Gtwy 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 Gtwy. 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 Gtwy
AI Middleware is a platform designed to facilitate seamless integration and interaction between artificial intelligence systems and other software applications. It acts as an intermediary layer that simplifies the communication and data exchange processes, enabling developers to build more efficient and scalable AI-driven solutions.
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