Connect BoardCRM and zenduty to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Incident
Create Team
Update Team
Create Tag
Invite User
Create Custom Role
Update Custom Role
Create Global Router
Update Global Router
Update Incident
Ready to use BoardCRM and zenduty automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Incident Created
Runs when a new incident is created in Zenduty.
New User Added
Runs when a new team member is added to your Zenduty account.
Incident Is Updated
Runs when an incident is acknowledged or resolved in Zenduty.
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 Incident
Create a new incident in Zenduty to notify your team and start tracking the issue.
Create Team
Creates a Team.
Update Team
Update the name of an existing team.
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Frequently Asked Questions
To start, connect both your BoardCRM and zenduty accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in zenduty (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in zenduty. This includes choosing which data fields go into which fields of zenduty, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and zenduty 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 zenduty. 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 zenduty
Zenduty is an incident management platform designed to help teams respond to critical issues faster and more efficiently. It provides real-time alerts, on-call scheduling, and incident tracking to ensure that your team can quickly address and resolve any problems that arise. With Zenduty, you can streamline your incident response process and improve your team's overall productivity.
Learn More
