Connect BoardCRM and HR Partner to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

HR Partner

Automatically do this!

Ready to use BoardCRM and HR Partner automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Employee

New Employee

Triggers when a new employee is created

New Reminder

New Reminder

Triggers when a new reminder is create

Request a new Trigger for BoardCRM

Do thisActions

Action is the task that follows automatically within your BoardCRM integrations.

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

Create Deal

Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.

Update Reminder

Update Reminder

Updates a Reminder in HR Partner.

Delete Remainder

Delete Remainder

Delete a reminder completely from HR Partner.

Get all job

Get all job

list all job

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Frequently Asked Questions

How do I start an integration between BoardCRM and HR Partner?

To start, connect both your BoardCRM and HR Partner accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in HR Partner (or vice versa).

Can we customize how data from BoardCRM is recorded in HR Partner?

Absolutely. You can customize how BoardCRM data is recorded in HR Partner. This includes choosing which data fields go into which fields of HR Partner, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoardCRM and HR Partner?

The data sync between BoardCRM and HR Partner typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoardCRM to HR Partner?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoardCRM and HR Partner?

Yes, you can set conditional logic to control the flow of data between BoardCRM and HR Partner. 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.

BoardCRM

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.

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HR Partner

About HR Partner

HR Partner is a comprehensive human resources management platform designed to streamline HR processes for businesses of all sizes. It offers tools for managing employee records, leave requests, recruitment, performance reviews, and more, all in one centralized location.

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