Connect BoardCRM and Template To to Build Intelligent Automations
Ready to use BoardCRM and Template To automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Do thisActions
Action is the task that follows automatically within your BoardCRM integrations.
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 File
Create a PDF from a TemplateTo template using the provided JSON data.
Create Template
Create an existing template.
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Frequently Asked Questions
To start, connect both your BoardCRM and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Template To (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Template To. This includes choosing which data fields go into which fields of Template To, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Template To 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 Template To. 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 Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
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