Connect BoardCRM and Vouchery to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Customer
Create Redemption
Find Voucher
List Customers
Get Not Cancelled Redemptions
List Invalid Redemptions
Get All Cancelled Redemptions
List Project Integrations
List Project Subscriptions
List Users
Ready to use BoardCRM and Vouchery automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Voucher Created
Triggered when a new voucher 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.
Create Customer
Create a Customer
Create Redemption
Pass redemption data and get discount data back to your app.
Find Voucher
Find voucher by campaign metadata.
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Frequently Asked Questions
To start, connect both your BoardCRM and Vouchery accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Vouchery (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Vouchery. This includes choosing which data fields go into which fields of Vouchery, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Vouchery 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 Vouchery. 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 Vouchery
Vouchery is a comprehensive platform designed to streamline the creation, management, and optimization of promotional campaigns and vouchers. It offers businesses the tools to enhance customer engagement and drive sales through targeted promotions.
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