Connect BoardCRM and Suprsend to Build Intelligent Automations

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BoardCRM

When this happens...

Choose an Action

Suprsend

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New User

New User

Creates a new user account in Supersend using the provided user details.

New Tenants

New Tenants

Trigger when a new Tenants is created .

New Subscriber List

New Subscriber List

Tigger when new subscriber list is created .

New Template

New Template

Trigger when new template is created .

Request a new Trigger for BoardCRM

Do thisActions

Action is the task that follows automatically within your BoardCRM integrations.

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

Create Deal

Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.

Create or update a user

Create or update a user

Create or update a user with emails, SMS or WhatsApp numbers, timezone, and custom fields

Create or update profile

Create or update profile

Create a new profile or update an existing one in Suprsend with email, WhatsApp, Slack, department, and other properties.

Create Subscriber List

Create Subscriber List

Create a new subscriber list with an ID, optional name and description, and settings for read-only mode and entry/exit tracking.

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Frequently Asked Questions

How do I start an integration between BoardCRM and Suprsend?

To start, connect both your BoardCRM and Suprsend accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Suprsend (or vice versa).

Can we customize how data from BoardCRM is recorded in Suprsend?

Absolutely. You can customize how BoardCRM data is recorded in Suprsend. This includes choosing which data fields go into which fields of Suprsend, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoardCRM and Suprsend?

The data sync between BoardCRM and Suprsend typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoardCRM to Suprsend?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoardCRM and Suprsend?

Yes, you can set conditional logic to control the flow of data between BoardCRM and Suprsend. 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.

BoardCRM

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.

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Suprsend

About Suprsend

SuprSend is a notification infrastructure platform that enables businesses and developers to create, manage, and deliver multi-channel notifications from a single API. It supports email, SMS, push, in-app, and chat notifications with advanced workflows, user preferences, and provider-agnostic integrations to ensure reliable and scalable communication

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