Connect Jira Software Cloud and BoardCRM to Build Intelligent Automations
Ready to use Jira Software Cloud and BoardCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue
Triggers when a new issue is created
New Issue (Via JQL)
Triggers when a new issue is added that matches some JQL
Updated Issue
Triggers when an existing issue is updated
Updated Comment
Triggers when a comment on a issue is updated
New Comment
Triggers when a new comment is added to an issue
Do thisActions
Action is the task that follows automatically within your Jira Software Cloud integrations.
Find User
finds an existing user
Find Project
Searches for a project by name or key
Find Issue via JQL
Searches for an issue via JQL
Find Component
Searches for a component by name
Add Comment to Issue
Adds a new comment to an issue
Add Watcher to Issue
Adds a new watcher to an issue
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Frequently Asked Questions
To start, connect both your Jira Software Cloud and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Jira Software Cloud triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Jira Software Cloud 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 Jira Software Cloud 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 Jira Software Cloud 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 Jira Software Cloud
Jira Software Cloud is a powerful project management tool developed by Atlassian, designed to help teams plan, track, and manage their work efficiently. It offers a wide range of features including issue tracking, agile project management, and customizable workflows to streamline collaboration and productivity.
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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.
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