Connect BoardCRM and mentortools to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Get Courses
Create Courses
Total Courses
Course info by ID
Get module by ID
Get Module information
Lesson by ID
Add module submodule
Update course
Update course module
Update submodule by ID
Delete course by ID
Delete course module by ID
Delete submodule by ID
Delete Lesson
Enable Integrations or automations with these events of BoardCRM and mentortools
Enable Integrations or automations with these events of BoardCRM and mentortools
Actions
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.
Get Courses
Get simplified list of courses
Create Courses
Total Courses
Get total count of courses
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Frequently Asked Questions
To start, connect both your BoardCRM and mentortools accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in mentortools (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in mentortools. This includes choosing which data fields go into which fields of mentortools, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and mentortools 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 mentortools. 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 mentortools
Mentortools is a platform designed to facilitate online learning and mentorship programs. It provides tools for creating, managing, and delivering educational content, making it easier for mentors and educators to connect with learners and track their progress.
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