Connect BoardCRM and Sonix to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Transcript
Triggers when a new transcript is complete.
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.
Transcribe File
Submits a new media file for transcription.
List all folder
Get all folder in Sonix.
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Frequently Asked Questions
To start, connect both your BoardCRM and Sonix accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Sonix (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Sonix. This includes choosing which data fields go into which fields of Sonix, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Sonix 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 Sonix. 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 Sonix
Sonix is an automated transcription service. We quickly and accurately convert audio and video files to text. We also provide rich editing tools so you can easily edit, annotate, and export your transcripts.
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