Connect Frill and BoardCRM to Build Intelligent Automations

Choose a Trigger

Frill

When this happens...

Choose an Action

BoardCRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Idea

New Idea

Triggers when a new Idea is created.

Request a new Trigger for Frill

Do thisActions

Action is the task that follows automatically within your Frill integrations.

Update Idea

Update Idea

Update an existing Idea.

List All Ideas

List All Ideas

Fetch all ideas from your Frill account and return them as a single list.

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

Create Deal

Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.

Request a new Action for Frill

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Frequently Asked Questions

How do I start an integration between Frill and BoardCRM?

To start, connect both your Frill and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Frill triggers actions in BoardCRM (or vice versa).

Can we customize how data from Frill is recorded in BoardCRM?

Absolutely. You can customize how Frill 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.

How often does the data sync between Frill and BoardCRM?

The data sync between Frill and BoardCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Frill to BoardCRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Frill and BoardCRM?

Yes, you can set conditional logic to control the flow of data between Frill 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.

Frill

About Frill

Frill lets you collect customer feedback, communicate a public roadmap and announce new features.

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BoardCRM

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 More