Connect BoardCRM and SOS Inventory to Build Intelligent Automations
Enable Integrations or automations with these events of BoardCRM and SOS Inventory
Enable Integrations or automations with these events of BoardCRM and SOS Inventory
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.
List Items
Get all existing items.
Create Customer
Creates a new customer.
Find Customer
Find a customer by name or email.
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Frequently Asked Questions
To start, connect both your BoardCRM and SOS Inventory accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in SOS Inventory (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in SOS Inventory. This includes choosing which data fields go into which fields of SOS Inventory, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and SOS Inventory 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 SOS Inventory. 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 SOS Inventory
SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and integrates with QuickBooks online.
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