Connect BoardCRM and nandbox to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

nandbox

Automatically do this!

Enable Integrations or automations with these events of BoardCRM and nandbox

Enable Integrations or automations with these events of BoardCRM and nandbox

Actions

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.

Request a new Action for BoardCRM

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Frequently Asked Questions

How do I start an integration between BoardCRM and nandbox?

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

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

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

How often does the data sync between BoardCRM and nandbox?

The data sync between BoardCRM and nandbox 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 nandbox?

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 nandbox?

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

About nandbox

Nandbox Messenger is a free messaging app built for personal and professional use. With multiple profiles and versatile messaging options, nandbox Messenger helps you keep your chats organized and private — all in a single app. That's plus interactive channels of unlimited subscribers, you can join or create yourself. You can also have groups of up to 10,000 members. And - at any time - you can recall or edit your wrong-sent messages.

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