Connect BoardCRM and humanitix to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Search Event
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Attendes
Triggers on every attendee created on an order. Use this trigger if you want to collect customer information on the ticket level.
New Event
Triggers when a new event is created in your account.
New Order
Triggers when a new order is made in one of your events. This includes just the high level order information
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 Event
Search for any current Event by Id.
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Frequently Asked Questions
To start, connect both your BoardCRM and humanitix accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in humanitix (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in humanitix. This includes choosing which data fields go into which fields of humanitix, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and humanitix 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 humanitix. 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 humanitix
Humanitix is a platform that revolutionizes event management by transforming booking fees into charitable donations. It offers a seamless experience for event organizers to manage ticketing, registrations, and donations, while supporting various social causes. With a focus on making a positive impact, Humanitix is ideal for those who want to combine event management with philanthropy.
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