Connect BoardCRM and Recooty AI to Build Intelligent Automations

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BoardCRM

When this happens...

Choose an Action

Recooty AI

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Enable Integrations or automations with these events of BoardCRM and Recooty AI

Enable Integrations or automations with these events of BoardCRM and Recooty AI

Actions

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

Create Deal

Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.

List Published Jobs

List Published Jobs

Retrieve all published job postings for the authenticated company.

Find Jobs

Find Jobs

Retrieve job postings from Recooty and optionally filter by title, job code, city, state, country, employment type, experience level, or remote option. Returns job details, cleaned description, responsibilities, requirements, and application links.

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Frequently Asked Questions

How do I start an integration between BoardCRM and Recooty AI?

To start, connect both your BoardCRM and Recooty AI accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Recooty AI (or vice versa).

Can we customize how data from BoardCRM is recorded in Recooty AI?

Absolutely. You can customize how BoardCRM data is recorded in Recooty AI. This includes choosing which data fields go into which fields of Recooty AI, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoardCRM and Recooty AI?

The data sync between BoardCRM and Recooty AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoardCRM to Recooty AI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoardCRM and Recooty AI?

Yes, you can set conditional logic to control the flow of data between BoardCRM and Recooty AI. 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.

BoardCRM

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.

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Recooty AI

About Recooty AI

Recooty is a powerful recruitment tool designed to streamline the hiring process for businesses of all sizes. It offers features like job posting, candidate tracking, and interview scheduling to help companies find the best talent efficiently.

Learn More