Connect Robocorp and BoardCRM
Integrate Robocorp with BoardCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Comment in Boardcrm when Process Run completed in Robocorp
UpdateLead in BoardCrm when Process Run completed in Robocorp
Create Deal in Boardcrm when Process Run completed in Robocorp
Add Comment in Boardcrm when Process Run Unresolved in Robocorp
UpdateLead in BoardCrm when Process Run Unresolved in Robocorp
Popular Robocorp + BoardCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Robocorp
When this happens...
Process Run completed
Process Run Unresolved
Process Run Started
Assistant created
Process Created
Task Packages Created
Process Runs Created
Choose an action
BoardCRM
Automatically do this!
Add Comment
UpdateLead
Create Deal
Add Comment in Boardcrm when Process Run completed in Robocorp
Use this flowUpdateLead in BoardCrm when Process Run completed in Robocorp
Use this flowCreate Deal in Boardcrm when Process Run completed in Robocorp
Use this flowAdd Comment in Boardcrm when Process Run Unresolved in Robocorp
Use this flowUpdateLead in BoardCrm when Process Run Unresolved in Robocorp
Use this flowCreate Deal in Boardcrm when Process Run Unresolved in Robocorp
Use this flowAdd Comment in Boardcrm when Process Run Started in Robocorp
Use this flowUpdateLead in BoardCrm when Process Run Started in Robocorp
Use this flowCreate Deal in Boardcrm when Process Run Started in Robocorp
Use this flowAdd Comment in Boardcrm when Assistant created by Robocorp
Use this flowSupported Triggers & Actions
Everything you can automate between Robocorp and BoardCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Process Run completed
Triggers when a process run is completed.
Process Run Unresolved
Triggers when a process run is Unresolved.
Process Run Started
Triggers when a process run is started.
Assistant created
Trigger when a Assistant created.
Process Created
Trigger when a Process created.
Task Packages Created
Trigger when a new task packages.
Do thisActions
Action is the task that follows automatically within your Robocorp integrations.
Create Assets
Creates a new asset.
Create Assistant
Creates an new assistant.
Create Asset Upload
Create an asset and add content to it.
Search Assistants
Search assistants.
Search Processes
Search processes in a workspace.
Search Assets
Search assets within a workspace.
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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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 Robocorp
Robocorp is a leading platform in the field of robotic process automation (RPA), providing tools and solutions to automate repetitive tasks and workflows. It empowers businesses to enhance productivity and efficiency by leveraging advanced automation technologies.
Learn more
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 Robocorp 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 Robocorp 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 Robocorp triggers actions in BoardCRM, and a separate workflow where BoardCRM triggers actions in Robocorp. 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 Robocorp and BoardCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Robocorp 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.
