Connect BoardCRM and Moskit
Integrate BoardCRM with Moskit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular BoardCRM + Moskit flows
Start from a real workflow other teams are already running.
Add Comment in Boardcrm when New Contact in Moskit
Use this flowUpdateLead in BoardCrm when New Contact in Moskit
Use this flowCreate Deal in Boardcrm when New Contact in Moskit
Use this flowAdd Comment in Boardcrm when New Project in Moskit
Use this flowUpdateLead in BoardCrm when New Project in Moskit
Use this flowCreate Deal in Boardcrm when New Project in Moskit
Use this flowAdd Comment in Boardcrm when New Company in Moskit
Use this flowUpdateLead in BoardCrm when New Company in Moskit
Use this flowCreate Deal in Boardcrm when New Company in Moskit
Use this flowAdd Comment in Boardcrm when New Activity in Moskit
Use this flowSupported Triggers & Actions
Everything you can automate between BoardCRM and Moskit.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a contact is created in Moskit.
New Project
Triggers when a new project is created.
New Company
Triggers when a new company is created.
New Activity
Triggers when a new Activity is created.
New Deal
Trigger when new deal is created in Moskit Account.
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.
Add Deal Note
Create note in deal.
Add Project Note
Add note in Project
Archive Project
Archive a Project.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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
About Moskit
Moskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoardCRM and Moskit accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between BoardCRM and Moskit as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Moskit. No coding required.
Yes. You can set up a workflow where BoardCRM triggers actions in Moskit, and a separate workflow where Moskit triggers actions in BoardCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between BoardCRM and Moskit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoardCRM and Moskit integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
