Connect BoardCRM and Miro to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Miro

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Card

New Card

Triggers when a new card is created.

Request a new Trigger for BoardCRM

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.

Get All Board

Get All Board

Get a list of all existing boards

Get All Frame

Get All Frame

Get all existing frames of a board

Create a Board

Create a Board

Create a new board

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Step by step guides to integrate BoardCRM and Miro

Frequently Asked Questions

How do I start an integration between BoardCRM and Miro?

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

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

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

How often does the data sync between BoardCRM and Miro?

The data sync between BoardCRM and Miro 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 Miro?

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 Miro?

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

About Miro

Miro is a collaborative online whiteboard platform designed to empower teams to work effectively together, from brainstorming with digital sticky notes to planning and managing agile workflows.

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