Connect BoardCRM and Runrun.it to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Client
Create Project
Create Task
Create Team
Update Team
Delete Task
Update Client
Add Task Comment
Ready to use BoardCRM and Runrun.it automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Updated
Triggered when an existing task is updated in Runrun.
New Project
Triggers when a new project is created in Runrun.
New Comment Task
Triggers when a new comment is added to a task in Runrun.
New Task
Triggers when new task created.
Task Destroy
Triggers when task destroy.
New Client
Triggers when new client 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 Client
create a create of Runrun
Create Project
Creates a new project.
Create Task
Creates a new task.
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Frequently Asked Questions
To start, connect both your BoardCRM and Runrun.it accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Runrun.it (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Runrun.it. This includes choosing which data fields go into which fields of Runrun.it, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Runrun.it 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 Runrun.it. 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 Runrun.it
Runrun is a comprehensive project management and time tracking tool designed to help teams streamline their workflows, manage tasks efficiently, and track time spent on various projects. It offers features like task assignment, progress tracking, and detailed reporting to enhance productivity and collaboration.
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