Connect BoardCRM and Postmark to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Activate a Bounce
Send an Email Using a Template
Get Outbound Message Details
Get Bounce Dump
Get Inbound Message Details
Send a Single Email
Get a Single Bounce
Get Delivery Stats
Search Bounces
Search Message Streams
Ready to use BoardCRM and Postmark automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Email Bounce
Triggers when an email sent through Postmark bounces.
New Inbound Email
Triggers when an email is received through Postmark.
New Outbound Email
Triggers when a new email sent through Postmark.
New Message Stream
Triggers when a new message stream is created in Postmark.
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.
Activate a Bounce
Reactivates an email address that was previously bounced.
Send an Email Using a Template
Sends an email using a predefined template.
Get Outbound Message Details
Get details of a sent email using its message Id.
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Frequently Asked Questions
To start, connect both your BoardCRM and Postmark accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Postmark (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Postmark. This includes choosing which data fields go into which fields of Postmark, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Postmark 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 Postmark. 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 Postmark
Postmark is a reliable and fast email delivery service designed for developers. It ensures your transactional emails are delivered quickly and accurately, providing detailed analytics and insights.
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