Connect Recras and Stormboard to Build Intelligent Automations

Choose a Trigger

Recras

When this happens...

Choose an Action

Stormboard

Automatically do this!

Ready to use Recras and Stormboard automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Booking Created

New Booking Created

Runs when a new booking is created in Recras.

New Contact

New Contact

Triggers when a new contact is created.

Invoice Sent

Invoice Sent

Triggers when an invoice is (marked as) sent.

New Start Moment

New Start Moment

Triggers when a new start moment is created.

New Attachment

New Attachment

Triggers when a new attachment is created.

New Company

New Company

Triggers when a new company is created.

Do thisActions

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

Create Start moment

Create Start moment

Creates a start moment in recras.

Update Start moment

Update Start moment

Updates a start moment in recras.

Find Customer

Find Customer

Find a customer using their ID.

Create Idea

Create Idea

Create a new idea in a Stormboard storm and set its type, content, and color.

Create Storm

Create Storm

Create a Stormboard Storm with a title, plan (personal or team), optional description/goals, and an option to show idea creators' avatars.

Search Storms

Search Storms

Find Stormboard storms by name with optional filters (status, order, results, start) and return matching storms.

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Frequently Asked Questions

How do I start an integration between Recras and Stormboard?

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

Can we customize how data from Recras is recorded in Stormboard?

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

How often does the data sync between Recras and Stormboard?

The data sync between Recras and Stormboard 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 Recras to Stormboard?

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 Recras and Stormboard?

Yes, you can set conditional logic to control the flow of data between Recras and Stormboard. 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.