Connect BoardCRM and Wordpress to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create a Post
Find a post
Get all posts
Create New User
Update User
Delete an User
Ready to use BoardCRM and Wordpress automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post Created
Trigger when new post created.
Post Updated
Trigger when a specified post updated.
New Comments
Trigger when a new comment posted.
Post Deleted
Trigger when a specified post is deleted
Post Trash
Trigger when a specified post is trashed.
User Registers
Trigger when a new user registred.
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 a Post
Create a new post
Find a post
Find a post
Get all posts
Get all posts
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Frequently Asked Questions
To start, connect both your BoardCRM and Wordpress accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Wordpress (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Wordpress. This includes choosing which data fields go into which fields of Wordpress, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Wordpress 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 Wordpress. 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 Wordpress
WordPress is a free and open-source content management system (CMS) based on PHP & MySQL. Features include a plugin architecture and a template system, referred to inside WordPress as Themes.
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