Connect BoardCRM and Seven Time to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Contact Person
Create Task
Create Work Order
Create Time Log
Create Project
Update Customer
Ready to use BoardCRM and Seven Time automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created in Seven Time.
New Project
Triggers when a new project is created in Seven Time.
New Time Log
Triggers when a new time log is created in Seven Time.
New Work Order
Triggers when a new work order is created in Seven Time.
New Task
Triggers when a new task is created in Seven Time.
New Contact Person
Triggers when a new contact person 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 Contact Person
Creates a Contact Person in Seven Time.
Create Task
Create Task in Seven Time
Create Work Order
Creates a work order in Seven Time.
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Frequently Asked Questions
To start, connect both your BoardCRM and Seven Time accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Seven Time (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Seven Time. This includes choosing which data fields go into which fields of Seven Time, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Seven Time 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 Seven Time. 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 Seven Time
Seven Time is a comprehensive time tracking and project management tool designed to help businesses and teams efficiently manage their time and resources. It offers features such as time tracking, project management, invoicing, and reporting, making it an ideal solution for businesses looking to streamline their operations and improve productivity.
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