Connect CRM.io and Businessmap to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
Add a Comment to a Card
Get All Cards
Get Columns
Get a Card Attachments
Get all Comments
Find Card
Create a Attachment
Update an Attachment
Create a Card
Log Time for Card
Unblock a Card
Add Subtask
Create a Board
Archive/Unarchive Card
Discard Card or Restore Discarded Card
Create a Tag
List Archived Card Versions
List Block Reason History
List Block Reasons
List Board History
List Boards
List Business Rule Execution History
List Card Templates
List Card Types
List Card Type History
List Card
List Custom Fields
List Discard Reasons
List Internal Announcements
List Logged Time
List Logged Time Categories
List Milestones
List My Announcements
List Roles
List Stickers
List Tags
List Teams
Ready to use CRM.io and Businessmap automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment
Triggers when a comment is created.
Card Created
Triggers activate for any event on your board; use a "Filter" to specify actions like "Card created", "Card details changed", "Card moved", or "Card deleted".
Board structure changed
Trigger when Board structure changed.
New Board
Trigger when new board is created.
Card Details Updated
Triggers when card is updated.
Card Discarded
Triggers when card is discarded.
Do thisActions
Action is the task that follows automatically within your CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
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Frequently Asked Questions
To start, connect both your CRM.io and Businessmap accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Businessmap (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Businessmap. This includes choosing which data fields go into which fields of Businessmap, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Businessmap 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 CRM.io and Businessmap. 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 CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn MoreAbout Businessmap
BusinessMap is a powerful tool for visualizing and analyzing business data geographically. It helps companies to manage their resources and planning strategies effectively by mapping out critical business information on interactive maps.
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