Connect Nomi AI and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Nomis Created
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Nomi AI and BoardCRM automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Nomis Created
Do thisActions
Action is the task that follows automatically within your Nomi AI integrations.
Create Chat
Creates a Chat.
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.
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Frequently Asked Questions
To start, connect both your Nomi AI and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Nomi AI triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Nomi 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 Nomi 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 Nomi 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 Nomi AI
Nomi AI is a cutting-edge platform that leverages artificial intelligence to provide advanced solutions for various business needs. It offers tools and services that enhance decision-making, automate processes, and improve overall efficiency through AI-driven insights and analytics.
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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