Connect Jandi and BoardCRM
Integrate Jandi with BoardCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Jandi + BoardCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Jandi
When this happens...
New Messsage Begins
Choose an action
BoardCRM
Automatically do this!
Add Comment
UpdateLead
Create Deal
Supported Triggers & Actions
Everything you can automate between Jandi and BoardCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Messsage Begins
Triggers when a new message begins with trigger word in Jandi.
Do thisActions
Action is the task that follows automatically within your Jandi integrations.
Send Jandi Webhook Message
Send message to Jandi webhook
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Jandi
Jandi is a powerful team collaboration platform designed to enhance communication and productivity within organizations. It offers features like group messaging, file sharing, and task management, making it an ideal solution for teams looking to streamline their workflows and improve collaboration.
Learn moreSimilar apps
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Jandi and BoardCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Jandi and BoardCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach BoardCRM. No coding required.
Yes. You can set up a workflow where Jandi triggers actions in BoardCRM, and a separate workflow where BoardCRM triggers actions in Jandi. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Jandi and BoardCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Jandi and BoardCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
