Connect Huddo Boards and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Huddo Boards
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Huddo Boards and BoardCRM
Enable Integrations or automations with these events of Huddo Boards and BoardCRM
Actions
Incomplete Task
Marks a task as incomplete on the board
Complete Task
Marks a task as completed on the board
Find Card
Searches for a card within a specific board using the card's name and description in array format
Create Board
Creates a new board in Huddo Boards
Search Board Members
Searches for and finds all members associated with a specific board
Create Card
Creates a new card on a board
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Huddo Boards and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Huddo Boards triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Huddo Boards 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 Huddo Boards 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 Huddo Boards 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 Huddo Boards
Huddo Boards is a collaborative platform designed to enhance team productivity and project management. It offers a visual interface for organizing tasks, tracking progress, and facilitating communication among team members, making it an ideal tool for businesses and organizations looking to streamline their workflow and improve collaboration.
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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