Connect BoardCRM and Pinata to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Group
Search Groups
Update Group
Update Files
Search Files
Add File to group
Ready to use BoardCRM and Pinata automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Public File
Trigger When a New Public File is uploaded .
New Public Group
Triggers when a New Public Group created.
New Private File
Trigger When a New Private File is uploaded .
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 Group
Creates a grpoup in your Pinata account.
Search Groups
Search groups based on Filter.
Update Group
Updates an existing Group.
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Frequently Asked Questions
To start, connect both your BoardCRM and Pinata accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Pinata (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Pinata. This includes choosing which data fields go into which fields of Pinata, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Pinata 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 Pinata. 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 Pinata
Pinata is a cloud-based platform that simplifies the process of uploading and managing files on the IPFS (InterPlanetary File System) network. It offers secure, decentralized storage solutions with seamless API integration, making it ideal for developers, content creators, and businesses managing large amounts of data.
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