Connect BoardCRM and Vercel to Build Intelligent Automations
Ready to use BoardCRM and Vercel automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Deployment Failed
Triggers when the project deployment is failed
Deployment Canceled
Triggers when deployment is canceled
Deployment Created
Triggers when a new deployment is created
Project Created
Triggers when a project 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 Projects
List all an existing projects.
List Deployments
List all an existing deployments.
Get User
Retrieves information related to the currently authenticated User.
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Frequently Asked Questions
To start, connect both your BoardCRM and Vercel accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Vercel (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Vercel. This includes choosing which data fields go into which fields of Vercel, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Vercel 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 Vercel. 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 Vercel
Vercel is a cloud platform for static sites and serverless functions that enables developers to deploy websites and applications with ease. It provides a seamless workflow for frontend developers, offering features like automatic scaling, high performance, and a global CDN.
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