Connect BoardCRM and NativeBridge to Build Intelligent Automations
Ready to use BoardCRM and NativeBridge automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Upload Application
Trigger When new Application Upload
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.
List all Devices
List all Devices
List User Uploaded Applications
List User Uploaded Applications
Get all Session Details by ID
Get all Session Details by ID
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Frequently Asked Questions
To start, connect both your BoardCRM and NativeBridge accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in NativeBridge (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in NativeBridge. This includes choosing which data fields go into which fields of NativeBridge, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and NativeBridge 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 NativeBridge. 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 NativeBridge
NativeBridge is a platform designed to facilitate seamless integration and communication between various software applications and services. It provides tools and solutions to connect different systems, enabling efficient data exchange and workflow automation.
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