Connect Miro and CRM.io to Build Intelligent Automations

Choose a Trigger

Miro

When this happens...

Choose an Action

CRM.io

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Card

New Card

Triggers when a new card is created.

Request a new Trigger for Miro

Do thisActions

Action is the task that follows automatically within your Miro integrations.

Get All Board

Get All Board

Get a list of all existing boards

Get All Frame

Get All Frame

Get all existing frames of a board

Create a Board

Create a Board

Create a new board

Copy Board

Copy Board

Copies an existing board

Create  Card

Create Card

Create a new card on a board

List All lists

List All lists

Retrieves the detail of all lists

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Step by step guides to integrate Miro and CRM.io

Frequently Asked Questions

How do I start an integration between Miro and CRM.io?

To start, connect both your Miro and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Miro triggers actions in CRM.io (or vice versa).

Can we customize how data from Miro is recorded in CRM.io?

Absolutely. You can customize how Miro data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Miro and CRM.io?

The data sync between Miro and CRM.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Miro to CRM.io?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Miro and CRM.io?

Yes, you can set conditional logic to control the flow of data between Miro and CRM.io. 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.

Miro

About Miro

Miro is a collaborative online whiteboard platform designed to empower teams to work effectively together, from brainstorming with digital sticky notes to planning and managing agile workflows.

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CRM.io

About CRM.io

CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.

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