Connect BoardCRM and Tidyhire to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Tidyhire

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Candidate

New Candidate

Trigger when new candidate is added in project .

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.

Get Project Detail

Get Project Detail

Get Project Detail

Get Candidate Detail

Get Candidate Detail

Get Candidate Detail

Get all Candidate by Project Id

Get all Candidate by Project Id

Get all Candidate by Project Id

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Frequently Asked Questions

How do I start an integration between BoardCRM and Tidyhire?

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

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

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

How often does the data sync between BoardCRM and Tidyhire?

The data sync between BoardCRM and Tidyhire 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 Tidyhire?

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 Tidyhire?

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

About Tidyhire

Tidyhire is a comprehensive platform designed to streamline the recruitment process, making it easier for businesses to find and hire the right talent. It offers tools for job posting, candidate tracking, and communication, ensuring a smooth and efficient hiring experience.

Learn More