Connect BoardCRM and Straico to Build Intelligent Automations
Enable Integrations or automations with these events of BoardCRM and Straico
Enable Integrations or automations with these events of BoardCRM and Straico
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.
Generate AI Content
Creates new AI-generated content based on specified parameters.
Create Agent
Image Generation
Generates images based on the prompt.
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Frequently Asked Questions
To start, connect both your BoardCRM and Straico accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Straico (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Straico. This includes choosing which data fields go into which fields of Straico, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Straico 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 Straico. 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 Straico
Straico is a cutting-edge platform designed to streamline and enhance business operations through innovative solutions. It offers a suite of tools and services that cater to various business needs, ensuring efficiency and productivity.
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