Connect Chatwork and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message in a Room
Message Updated
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Chatwork and BoardCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message in a Room
Triggers when new message is created in Room.
Message Updated
Triggers when message is updated in a Room.
Do thisActions
Action is the task that follows automatically within your Chatwork integrations.
Send Message
Sends a new message to a specific group chat in ChatWork.
Get the list of chat members
Get the list of all chat members associated with the specified chat .
Add a task to a chat
Add a new task to the chat.
Update Chat Room
update a chat room.
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.
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Frequently Asked Questions
To start, connect both your Chatwork and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatwork triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Chatwork data is recorded in BoardCRM. This includes choosing which data fields go into which fields of BoardCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Chatwork and BoardCRM 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 Chatwork and BoardCRM. 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 Chatwork
Chatwork is a collaborative platform designed to streamline communication and project management within teams. It offers features such as group chat, task management, file sharing, and video calls to enhance productivity and foster seamless collaboration.
Learn MoreAbout 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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