Connect Discord and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Discord
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Discord and BoardCRM
Enable Integrations or automations with these events of Discord and BoardCRM
Actions
Send Message on Channel
Sends a new message to a specified channel.
Rename Channel
Rename a channel to a specific name.
Find Channel
Get a specific channel.
Find User
Find an existing user by it's name.
Get Guild Templates
Get a list of guild templates.
Get all Channels
Get a list of all channels.
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Frequently Asked Questions
To start, connect both your Discord and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Discord triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Discord 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 Discord 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 Discord 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 Discord
Discord is a popular communication platform designed for creating communities. It offers voice, video, and text chat options, making it ideal for gamers, educators, and various online communities to connect and collaborate.
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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