Connect BoardCRM and Speak AI to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Run Magic Prompt
Create Text Note
Create Folder
Create User
Create Embed
Schedule Event
Ready to use BoardCRM and Speak AI automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Text Created
Triggers when a new text is created.
Media Created
Triggers when media is created.
Text Analyzed
Triggers when an existing text is analyzed.
Text Failed
Triggers when text is failed.
Embedded Recorder Created
Triggers when embedded recorder is created..
Media Analyzed
Triggers when media is analyzed.
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.
Run Magic Prompt
Run a Magic Prompt with your media data.
Create Text Note
Creates a new note with the given text content and name.
Create Folder
create a new folder.
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Frequently Asked Questions
To start, connect both your BoardCRM and Speak AI accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Speak AI (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Speak AI. This includes choosing which data fields go into which fields of Speak AI, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Speak AI 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 Speak AI. 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 Speak AI
Speak Ai is a tool to analyze audio and video to get insights extraction and transcriptions.
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