Connect BoardCRM and toflow.ai
Integrate BoardCRM with toflow.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Comment in Boardcrm when When new tasks are created in toflow.ai
UpdateLead in BoardCrm when When new tasks are created in toflow.ai
Create Deal in Boardcrm when When new tasks are created in toflow.ai
Add Comment in Boardcrm when When a new company is added in Toflow.ai
UpdateLead in BoardCrm when When a new company is added in Toflow.ai
Popular BoardCRM + toflow.ai flows
Start from a real workflow other teams are already running.
Choose a trigger
BoardCRM
When this happens...
- Request a new Trigger for BoardCRM
Choose an action
toflow.ai
Automatically do this!
Update Company
Create Task
Create List
Update List Details
Get Lists
Delete List
Create Company
List Companies
Delete Company
Create Person
Update Person
Create Note
Find Tasks
Get Person
Delete Task
Find Notes
List Deals
Create Deal
Delete Deal
Send Email
Get Filtered Emails
Update Deal Fields
Add Comment in Boardcrm when When new tasks are created in toflow.ai
Use this flowUpdateLead in BoardCrm when When new tasks are created in toflow.ai
Use this flowCreate Deal in Boardcrm when When new tasks are created in toflow.ai
Use this flowAdd Comment in Boardcrm when When a new company is added in Toflow.ai
Use this flowUpdateLead in BoardCrm when When a new company is added in Toflow.ai
Use this flowCreate Deal in Boardcrm when When a new company is added in Toflow.ai
Use this flowAdd Comment in Boardcrm when When a person is created in toflow.ai
Use this flowUpdateLead in BoardCrm when When a person is created in toflow.ai
Use this flowCreate Deal in Boardcrm when When a person is created in toflow.ai
Use this flowAdd Comment in Boardcrm when When a new deal is created in toflow.ai
Use this flowSupported Triggers & Actions
Everything you can automate between BoardCRM and toflow.ai.
When this happensTriggers
A trigger is an event that starts a workflow.
When new tasks are created
Runs the workflow automatically whenever new tasks are created in the account.
When a new company is added
Runs the workflow automatically whenever a new company is added to the account.
When a person is created
Runs the workflow automatically whenever a new person is created in the account.
When a new deal is created
Runs the workflow automatically whenever a new deal is added to the account.
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.
Update Company
Update attributes on a company record.
Create Task
Create a new task in toflow
Create List
Create a new list to organize contacts for outreach campaigns.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoardCRM and toflow.ai accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between BoardCRM and toflow.ai as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach toflow.ai. No coding required.
Yes. You can set up a workflow where BoardCRM triggers actions in toflow.ai, and a separate workflow where toflow.ai triggers actions in BoardCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between BoardCRM and toflow.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoardCRM and toflow.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
