
When this happens...

Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Rollbar and BoardCRM
Creates a new team.
Creates a new project.
Delete a project by project name.
Delete a team.
Add a comment to a specified deal in BoardCrm.
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Explore more automations built by businesses and experts

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Rollbar and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Rollbar triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Rollbar 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 Rollbar 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 Rollbar 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.
Rollbar is a real-time error monitoring and debugging tool that helps developers track and fix errors in their applications. It provides detailed error reports, allowing teams to quickly identify and resolve issues, improving the overall quality and reliability of their software.
Learn MoreBoardCrm 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 More