Connect BoardCRM and viaSocket Table to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Add Row To Table
Update Table Row
Delete Rows
Get Table Rows
List Table Columns
List All Rows From A Table
Upload File to Record
Ready to use BoardCRM and viaSocket Table automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Column Value Changes
Runs when Column Value Changes
New Row Is Added
Runs when new row is added
Record Is Updated
Runs when record is updated
Record Is Deleted
Runs when record is deleted
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.
Add Row To Table
Add a new row to a table
Update Table Row
Change values in a table row
Delete Rows
Delete selected rows by IDs
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Frequently Asked Questions
To start, connect both your BoardCRM and viaSocket Table accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in viaSocket Table (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in viaSocket Table. This includes choosing which data fields go into which fields of viaSocket Table, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and viaSocket Table 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 viaSocket Table. 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 viaSocket Table
Dbdash is a comprehensive dashboard application designed to provide insights and analytics for your database. It enables users to visualize data and track key performance indicators effectively.
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