Connect BoardCRM and YCloud to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Send an Email
Retrieve balance
List Unsubscribers
List Voice Records
List WhatsApp Business Accounts
List WhatsApp Business Phone Numbers
List WhatsApp Templates
Enable Integrations or automations with these events of BoardCRM and YCloud
Enable Integrations or automations with these events of BoardCRM and YCloud
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.
Send an Email
Send an email to the customers
Retrieve balance
Get balance from ycloud.
List Unsubscribers
Get all unsubscribers from ycloud.
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Frequently Asked Questions
To start, connect both your BoardCRM and YCloud accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in YCloud (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in YCloud. This includes choosing which data fields go into which fields of YCloud, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and YCloud 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 YCloud. 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 YCloud
YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.
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