Connect Space Invoices / Apollo and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document
New Client
New Item
Payment Created
New Category
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Space Invoices / Apollo and BoardCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers When a new Document is created.
New Client
New Client Created.
New Item
New item created.
Payment Created
Payment Created.
New Category
Categories created in space invoice apollo.
Do thisActions
Action is the task that follows automatically within your Space Invoices / Apollo integrations.
Create a Document
Create a new Document
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.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
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Frequently Asked Questions
To start, connect both your Space Invoices / Apollo and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Space Invoices / Apollo triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Space Invoices / Apollo 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 Space Invoices / Apollo 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 Space Invoices / Apollo 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 Space Invoices / Apollo
Space-Invoices / Apollo is a comprehensive invoicing and billing solution designed for businesses of all sizes. It streamlines the process of creating, sending, and managing invoices, ensuring efficient financial operations.
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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