Connect BoardCRM and INK Editor to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

INK Editor

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and INK Editor

Enable Integrations or automations with these events of BoardCRM and INK Editor

Actions

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.

Request a new Action for BoardCRM

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between BoardCRM and INK Editor?

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

Can we customize how data from BoardCRM is recorded in INK Editor?

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

How often does the data sync between BoardCRM and INK Editor?

The data sync between BoardCRM and INK Editor 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 INK Editor?

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 INK Editor?

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

Learn More
INK Editor

About INK Editor

INK Editor is a powerful AI-driven content creation tool designed to help writers and marketers produce high-quality, SEO-optimized content efficiently. With features like AI writing assistance, SEO recommendations, and content planning, INK Editor streamlines the content creation process, making it easier for users to craft engaging and effective content.

Learn More