Connect BoardCRM and SmartTask to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
List Organizations
Create Task
List User
List Project
Add Comment to Task
Create Contact
Complete a Task
Ready to use BoardCRM and SmartTask automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added to the organization.
New Task
Triggers when a new task is added to the project.
Task Completion
Triggers when a task is marked completed.
Task Comment Added
Triggers when a comment is added on task .
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.
List Organizations
Retrieve all the list of organizatons
Create Task
Creates a new task
List User
Retrieve the list of users
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Frequently Asked Questions
To start, connect both your BoardCRM and SmartTask accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in SmartTask (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in SmartTask. This includes choosing which data fields go into which fields of SmartTask, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and SmartTask 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 SmartTask. 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 SmartTask
SmartTask is an online work management tool helping teams streamline their communication and workflows.
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