Connect DitCal and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Booking Cancelled
New Booking
Meeting Rescheduled
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use DitCal and BoardCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Cancelled
Triggers when a booking is cancelled.
New Booking
Triggers when a new booking is created.
Meeting Rescheduled
Triggers when meeting is rescheduled.
Do thisActions
Action is the task that follows automatically within your DitCal 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.
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Frequently Asked Questions
To start, connect both your DitCal and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in DitCal triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how DitCal 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 DitCal 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 DitCal 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 DitCal
DitCal is a comprehensive calendar and scheduling tool designed to streamline your personal and professional life. It offers features such as event scheduling, reminders, and integration with other productivity tools to ensure you never miss an important meeting or deadline.
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.
Learn More
