Connect BoardCRM and TMETRIC to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Get recent tasks
latest time entry
Get projects for time entry
Tags for time entry
Get statuses live
List time‑off requests
Get an invoice
List clients
List Managed Teams
Create Task
Create Project
Delete Invoice
Delete Timesheet
Delete Task by ID
Delete Time Entry
Update Invoice Status
Modify Task
Enable Integrations or automations with these events of BoardCRM and TMETRIC
Enable Integrations or automations with these events of BoardCRM and TMETRIC
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.
Get recent tasks
List recently created or updated tasks
latest time entry
Fetch the most recently tracked time entry
Get projects for time entry
Get projects available for time tracking
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Frequently Asked Questions
To start, connect both your BoardCRM and TMETRIC accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in TMETRIC (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in TMETRIC. This includes choosing which data fields go into which fields of TMETRIC, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and TMETRIC 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 TMETRIC. 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 TMETRIC
TMetric is a comprehensive time tracking software designed to help businesses and freelancers manage their time efficiently. It offers features such as time tracking, project management, team management, and reporting, making it an ideal tool for improving productivity and ensuring accurate billing.
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