Connect BoardCRM and Pipefy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Record
Create Card
Delete Card
Update Card
Find Card
Enable Integrations or automations with these events of BoardCRM and Pipefy
Enable Integrations or automations with these events of BoardCRM and Pipefy
Actions
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 Record
Creates a new table record.
Create Card
Creates a new card.
Delete Card
Delete a card using card id.
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Frequently Asked Questions
To start, connect both your BoardCRM and Pipefy accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Pipefy (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Pipefy. This includes choosing which data fields go into which fields of Pipefy, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Pipefy 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 Pipefy. 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 Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
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