Connect Signaturely and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Signaturely
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Signaturely and BoardCRM
Enable Integrations or automations with these events of Signaturely and BoardCRM
Actions
Create Folder
This action creates a new folder.
Search Document
Search your documents.
Rename Document
This action rename the document.
Delete Document
This action deletes the document.
Create signing request
Create a signature request from a selected template with a title and optional message; supports test mode.
Add Comment
Add a comment to a specified deal in BoardCrm.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your Signaturely and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Signaturely triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Signaturely 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 Signaturely 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 Signaturely 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 Signaturely
Signaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.
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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