Connect BoardCRM and My Hours to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Project
Add Task To Project
Create Client
Create Tag
Ready to use BoardCRM and My Hours automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project 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 Project
Creates a new project for time tracking.
Add Task To Project
Add a task to project.
Create Client
Creates a Client.
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Frequently Asked Questions
To start, connect both your BoardCRM and My Hours accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in My Hours (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in My Hours. This includes choosing which data fields go into which fields of My Hours, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and My Hours 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 My Hours. 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 My Hours
Myhour is a comprehensive time tracking and project management tool designed to help teams and individuals efficiently manage their work hours and tasks. With features like detailed reporting, invoicing, and team collaboration, Myhour ensures that you stay on top of your projects and deadlines.
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