Connect Humantic AI and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Humantic AI
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Humantic AI and BoardCRM
Enable Integrations or automations with these events of Humantic AI and BoardCRM
Actions
Create Humantic Profile
Create an Humantic Profile.
Create Humantic Profile Text
Create Humantic Profile Text.
Fetch Humantic Profile
Fetch an Humantic Profile.
Upload text to Humantic Profile
Upload text to Humantic Profile.
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.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Humantic AI and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Humantic AI triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Humantic AI 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 Humantic AI 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 Humantic AI 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 Humantic AI
Humantic AI is a cutting-edge platform that leverages artificial intelligence to provide deep insights into human behavior and personality. It helps businesses and individuals understand their customers, colleagues, and themselves better, enabling more personalized and effective interactions.
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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