Connect BoardCRM and Nuclino to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create an Item
Update Item
List Workspaces
Delete Item
Ready to use BoardCRM and Nuclino automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Items
Retrieve items from the selected Nuclino workspace that were created or modified since the last check.
New Items
Retrieve items created in the selected workspace within the specified recent time window.
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 an Item
Create a new item or collection in a Nuclino workspace. Optionally provide a title and content; returns the created object's details and URL.
Update Item
Update a Nuclino item's title and/or content using its Item ID.
List Workspaces
Retrieve all Nuclino workspaces. Optionally set Records Per Page to control how many workspaces are returned per request.
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Frequently Asked Questions
To start, connect both your BoardCRM and Nuclino accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Nuclino (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Nuclino. This includes choosing which data fields go into which fields of Nuclino, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Nuclino 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 Nuclino. 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 Nuclino
Nuclino is a collaborative platform designed to help teams organize and share knowledge efficiently. It offers a seamless way to create, manage, and collaborate on documents and projects in real-time, enhancing team productivity and communication.
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