Connect BoardCRM and PictoryAi to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Render Project
Create Storyboard Preview From Video
Create Storyboard Preview From Text
Create Storyboard From Blog Post
Create Storyboard Preview From PPT
Render Storyboard Preview
Ready to use BoardCRM and PictoryAi automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Triggers when a new Project is created in pictoryAi.
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.
Render Project
Render Project
Create Storyboard Preview From Video
Create a video storyboard using a video URL as input. Includes audio, and styling configuration.
Create Storyboard Preview From Text
Create a video storyboard using raw text. Includes audio, and styling configuration.
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Frequently Asked Questions
To start, connect both your BoardCRM and PictoryAi accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in PictoryAi (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in PictoryAi. This includes choosing which data fields go into which fields of PictoryAi, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and PictoryAi 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 PictoryAi. 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 PictoryAi
PictoryAi is an innovative AI-powered platform designed to transform text content into engaging videos effortlessly. It leverages advanced artificial intelligence to analyze and convert written content into visually appealing video formats, making it ideal for marketers, content creators, and businesses looking to enhance their digital storytelling and audience engagement.
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