Connect Gtwy and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Error Alert
Missing Variable Alert
Alert On Fallback
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Gtwy and BoardCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Error Alert
Send an alert when an error occurs for one or more selected bridges.
Missing Variable Alert
Send an alert for selected bridges when required variables are missing, prompting you to correct the configuration.
Alert On Fallback
This will trigger an alert when the fallback mechanism is activated due to a failure in the primary process.
Do thisActions
Action is the task that follows automatically within your Gtwy integrations.
Talk to AI
This action will send your message to AI. Configure you bridge [https://ai.walkover.in]()
Chat with Agent
Send a message to a chosen AI agent and receive the agent's reply, cost estimate, model used, and related response details.
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 Gtwy and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Gtwy triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Gtwy 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 Gtwy 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 Gtwy 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 Gtwy
AI Middleware is a platform designed to facilitate seamless integration and interaction between artificial intelligence systems and other software applications. It acts as an intermediary layer that simplifies the communication and data exchange processes, enabling developers to build more efficient and scalable AI-driven solutions.
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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