Connect BoardCRM and waiverfile to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Subscribe New Event
Subscribe New Waiver
Insert Event Category
Subscribe Edit Waiver
Subscribe Edit Event
Subscribe Edit Checkin
Subscribe New Checkin
Ready to use BoardCRM and waiverfile automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Triggers when a new event is created.
Update Event
Triggers when changes to an event are saved.
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.
Subscribe New Event
Input field for the webhook target URL (targetUrl) used when subscribing to WaiverFile new event notifications.
Subscribe New Waiver
Input field for the targetUrl query parameter (string URL).
Insert Event Category
Creates a new insert event category in WaiverFile.
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Frequently Asked Questions
To start, connect both your BoardCRM and waiverfile accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in waiverfile (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in waiverfile. This includes choosing which data fields go into which fields of waiverfile, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and waiverfile 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 waiverfile. 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 waiverfile
WaiverFile lets your customers sign waivers from a computer, tablet or mobile device. From your website or at a kiosk, completing the forms is quick and easy.
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