Connect BoardCRM and PDFGate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Upload PDF
Create PDF from URL/HTML
Get Document Details
Delete Document
Flatten PDF
Extract PDF Form Data
Compress PDF
Protect PDF
Add Watermark
Create Envelope
Get Envelope
Send Envelope
Ready to use BoardCRM and PDFGate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Envelope Sent
Runs when envelope is sent
Envelope Completed
Envelope is Created
Envelope Document Completed
Runs when envelope document completed
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.
Upload PDF
Upload or convert files to PDF
Create PDF from URL/HTML
Convert URL or HTML into a PDF
Get Document Details
Get document details and link
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Frequently Asked Questions
To start, connect both your BoardCRM and PDFGate accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in PDFGate (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in PDFGate. This includes choosing which data fields go into which fields of PDFGate, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and PDFGate 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 PDFGate. 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.
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