Connect BoardCRM and Lodgify to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Lodgify

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Booking

New Booking

Triggers when a new Booking is created.

Booking Change

Booking Change

Triggers when a Booking is updated.

Booking Status Changed to Booked

Booking Status Changed to Booked

Triggers when a Booking status changes to Booked.

Booking Status Changed to Declined

Booking Status Changed to Declined

Triggers when a Booking status changes to Declined.

Booking Status Changed to Open

Booking Status Changed to Open

Triggers when a Booking status changes to Open.

Booking Status Changed to Tentative

Booking Status Changed to Tentative

Triggers when a Booking status changes to Tentative.

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.

List all Booking

List all Booking

List all booking

Lists all Availabilites

Lists all Availabilites

Lists availability information for a given period for the calling user.

Properties Info list

Properties Info list

List all a paged list of all properties.

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Frequently Asked Questions

How do I start an integration between BoardCRM and Lodgify?

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

Can we customize how data from BoardCRM is recorded in Lodgify?

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

How often does the data sync between BoardCRM and Lodgify?

The data sync between BoardCRM and Lodgify 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 Lodgify?

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 Lodgify?

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

About Lodgify

Lodgify is a vacation rental software that allows vacation rental managers to create their own website and accept online bookings.

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