Connect Ryver and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Team
New Posts
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Ryver and BoardCRM automations
Explore more automations built by businesses and experts
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Team
Triggered when a new room is created.
New Posts
Fetch posts created in a selected team (workroom), forum, or user stream since the specified time.
Do thisActions
Action is the task that follows automatically within your Ryver integrations.
Send Chat Message
Send a message to a team (workroom), forum, or user in Ryver.
Create Team
Create a new Ryver team (workroom) with name, nickname, description, security setting, avatar and active status.
Upload File
Attach a file (URL or text) as a post to a Team (workroom), Forum, or User in Ryver.
Create Post
Create a post in Ryver to a forum, team (workroom), or user feed with an optional subject and body.
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.
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Frequently Asked Questions
To start, connect both your Ryver and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Ryver triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Ryver 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 Ryver 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 Ryver 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 Ryver
Ryver organizes all your collaboration in one app with team chat, task management, and voice and video calls.
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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