Connect BoardCRM and Pyrus to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Simple Task
Get Forms
Create Task With Form
Delete Task
Add Member
List Forms
List Annoucements
List Catalogs
List Contacts
List Members
Get All Lists
Get Profile
List Roles
Enable Integrations or automations with these events of BoardCRM and Pyrus
Enable Integrations or automations with these events of BoardCRM and Pyrus
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 Simple Task
Creates a simple task with contacts
Get Forms
Get an existing form details by it's form id.
Create Task With Form
Creates a new task With an existing Form.
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Frequently Asked Questions
To start, connect both your BoardCRM and Pyrus accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Pyrus (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Pyrus. This includes choosing which data fields go into which fields of Pyrus, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Pyrus 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 Pyrus. 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 Pyrus
Pyrus is a collaborative work management platform designed to streamline workflows, automate routine tasks, and enhance team productivity. It offers features such as task management, approval workflows, and real-time collaboration to help businesses operate more efficiently.
Learn More
