Connect BoardCRM and Wodify to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
List Clients
List Memberships
Place Membership On Hold
Delete Membership
Create Client Membership
Update Membership
Create Payment Plan Template
Get Monthly Member Birthdays
Get Invoices
Change Client Status
Create Client
Deactivate Client
Enable Integrations or automations with these events of BoardCRM and Wodify
Enable Integrations or automations with these events of BoardCRM and Wodify
Actions
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 Clients
Get a list of clients and their basic profile details.
List Memberships
Retrieve memberships in pages; supports sorting and setting page number and page size.
Place Membership On Hold
Place an active membership on hold for a specified date range
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Frequently Asked Questions
To start, connect both your BoardCRM and Wodify accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Wodify (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Wodify. This includes choosing which data fields go into which fields of Wodify, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Wodify 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 Wodify. 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.
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