Connect BoardCRM and Recras to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Start moment
Update Start moment
Find Customer
Ready to use BoardCRM and Recras automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking Created
Runs when a new booking is created in Recras.
New Contact
Triggers when a new contact is created.
Invoice Sent
Triggers when an invoice is (marked as) sent.
New Start Moment
Triggers when a new start moment is created.
New Attachment
Triggers when a new attachment is created.
New Company
Triggers when a new company is created.
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 Start moment
Creates a start moment in recras.
Update Start moment
Updates a start moment in recras.
Find Customer
Find a customer using their ID.
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Frequently Asked Questions
To start, connect both your BoardCRM and Recras accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Recras (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Recras. This includes choosing which data fields go into which fields of Recras, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Recras 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 Recras. 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.
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