Connect BoardCRM and VSCO Workspace to Build Intelligent Automations
Enable Integrations or automations with these events of BoardCRM and VSCO Workspace
Enable Integrations or automations with these events of BoardCRM and VSCO Workspace
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 Contact
Create a new contact in VSCO Workspace address book using the provided details and optional custom fields.
Create Job
Create a new job in VSCO Workspace (Tave), including name, stage, dates, and optional lead details.
Find Jobs
Retrieves the list of all jobs or search based on projectclosed Status.
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Frequently Asked Questions
To start, connect both your BoardCRM and VSCO Workspace accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in VSCO Workspace (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in VSCO Workspace. This includes choosing which data fields go into which fields of VSCO Workspace, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and VSCO Workspace 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 VSCO Workspace. 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 VSCO Workspace
Tave is a comprehensive business management platform designed specifically for photographers and creative professionals. It offers tools for managing clients, projects, and finances, helping users streamline their workflow and grow their business.
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