Connect Stormboard and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Idea Created
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Stormboard and BoardCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Idea Created
Triggered when a new idea is created in Stormboard.
Do thisActions
Action is the task that follows automatically within your Stormboard integrations.
Create Idea
Add a new idea (text, image, video, document, or whiteboard) to a Stormboard storm with the chosen type and color.
Create Storm
Create a Stormboard Storm with a title, plan (personal or team), optional description/goals, and an option to show idea creators' avatars.
Search Storms
Find Stormboard storms by name with optional filters (status, order, results, start) and return matching storms.
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 Stormboard and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Stormboard triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Stormboard 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 Stormboard 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 Stormboard 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 Stormboard
An online stickynote whiteboard making meetings, brainstorms, and creative projects more productive and effective.
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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