Connect BoardCRM and Linear to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Issue
Create Comment
Find an Issue
Update Issue Status
Create a Project
Create an Issue Attachment
Delete an Issue
Find by ID
Create Customer
Create Customer Need
Add Label to Issue
Remove Label from Issue
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Isuue Status Updated
Trigger when an issue status will changed.
New Issue Created
Triggers when a new issue is created.
New Document Comment
Triggers when a new document comment is created.
New Issue Comment
Triggers when a new issue comment is created.
New Project
Triggers when a new project is created.
New Project Update
Triggers when a new project update 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.
Create Issue
Create a new issue in Linear.
Create Comment
Create new comment on a issue.
Find an Issue
Find a issue by its ID
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Frequently Asked Questions
To start, connect both your BoardCRM and Linear accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Linear (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Linear. This includes choosing which data fields go into which fields of Linear, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Linear 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 Linear. 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 Linear
Linear is a fast and intuitive project management tool that helps teams track tasks, bugs, and feature requests. It offers streamlined workflows, project roadmaps, and integrates seamlessly with tools like GitHub and Slack for improved collaboration and productivity.
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