Connect BoardCRM and Timelink to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
List All Projects
List All Clients
Create Client
Get Client
Update Client
Delete Client
Create Project
Get a Project
Delete Project
Update Project
List Services
Create Service
Get a Service
Delete Service
Update Service
Create User
List Users
Get a User
Delete User
Update User
Create Time Entry
Update Time Entry
List Time Entry
Get a Time Entry
Delete Time Entry
Ready to use BoardCRM and Timelink automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Client
Triggers when a new client is created.
New Service
Triggers when a new service is created.
New User
Triggers when a new user is created.
New Time Entry
Triggers when a new time entry is created.
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.
List All Projects
Get all the projects.
List All Clients
Get all the clients.
Create Client
Create a new client.
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Frequently Asked Questions
To start, connect both your BoardCRM and Timelink accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Timelink (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Timelink. This includes choosing which data fields go into which fields of Timelink, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Timelink 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 Timelink. 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 Timelink
Timelink is a comprehensive time tracking and management tool designed to help individuals and teams efficiently manage their time and tasks. With features like time logging, project tracking, and detailed reporting, Timelink ensures that users can optimize their productivity and meet deadlines effectively.
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