Connect BoardCRM and TeamWave to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Task
List Project Timelog
List Project Share
Get Project Settings
Get PM User Permission
List Taskgroups
List Tasks
List Events
List Project Milestone
List Files
List Deal Custom Filter
List Pipelines
List People
Get Company Custom Filters
Get General settings
List Crm Tags
List Employees
Get Logged-in user permission
Create Person
Add Follower
Create Activity
List Activities Type
Create Deal
Create Milestone
List Projects
Update Milestone
Create Organization
Update Organization
Update Person
Create Task List
Update Task
Enable Integrations or automations with these events of BoardCRM and TeamWave
Enable Integrations or automations with these events of BoardCRM and TeamWave
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 Task
Creates a new task
List Project Timelog
List all project timelogs.
List Project Share
List all project shares.
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Frequently Asked Questions
To start, connect both your BoardCRM and TeamWave accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in TeamWave (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in TeamWave. This includes choosing which data fields go into which fields of TeamWave, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and TeamWave 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 TeamWave. 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 TeamWave
TeamWave is a comprehensive business productivity platform that integrates project management, CRM, and HR tools to streamline your business operations. It offers a unified solution to manage projects, track sales, and handle employee data efficiently.
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