Connect BoardCRM and Streamtime to Build Intelligent Automations
Enable Integrations or automations with these events of BoardCRM and Streamtime
Enable Integrations or automations with these events of BoardCRM and Streamtime
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.
Create Personal ToDo
Creates a new Personal To-Do record in the system.
Create Job Comment
Adds a comment to a job.
Create Job
Creates a new Job in the system.
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Frequently Asked Questions
To start, connect both your BoardCRM and Streamtime accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Streamtime (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Streamtime. This includes choosing which data fields go into which fields of Streamtime, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Streamtime 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 Streamtime. 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 Streamtime
Streamtime is a project management and time tracking tool designed for creative teams. It helps streamline workflows, manage tasks, and track time efficiently, making it ideal for agencies and creative professionals.
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