Connect BoardCRM and Wotnot to Build Intelligent Automations
Ready to use BoardCRM and Wotnot automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Bot Created
Triggers when a new bot 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.
Search Bots
Search bots.
Create Bot
Creates a new bot.
Fetch Bot Flow
Gets the complete flow configuration of a bot.
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Frequently Asked Questions
To start, connect both your BoardCRM and Wotnot accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Wotnot (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Wotnot. This includes choosing which data fields go into which fields of Wotnot, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Wotnot 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 Wotnot. 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 Wotnot
It's easy to build bots, but hard to get the desired results. This is where WotNot steps in, providing a done-for-you service. We build a pipeline of qualified leads, automate your support, without increasing headcount with our no-code chatbot platform.
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