Connect BoardCRM and Runn to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create project
Create client
Create Person
Create role
Create skill
Assign person to project
Find project
Find a client
Find role
Find Person
Enable Integrations or automations with these events of BoardCRM and Runn
Enable Integrations or automations with these events of BoardCRM and Runn
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 project
Create a new Runn project for the chosen client, with optional budget, team, and rate settings.
Create client
Create a new client in Runn using a name and optional website.
Create Person
Add a person to Runn so they can be assigned a role, team, and schedule.
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Frequently Asked Questions
To start, connect both your BoardCRM and Runn accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Runn (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Runn. This includes choosing which data fields go into which fields of Runn, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Runn 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 Runn. 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 Runn
Runn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.
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