Connect Stormboard and Wortal CRM to Build Intelligent Automations

Choose a Trigger

Stormboard

When this happens...

Choose an Action

Wortal CRM

Automatically do this!

Enable Integrations or automations with these events of Stormboard and Wortal CRM

Enable Integrations or automations with these events of Stormboard and Wortal CRM

Triggers

Idea Created

Idea Created

Triggered when a new idea is created in Stormboard.

Request a new Trigger for Stormboard

Actions

Create Idea

Create Idea

Create a new idea in a Stormboard storm and set its type, content, and color.

Create Storm

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

Search Storms

Find Stormboard storms by name with optional filters (status, order, results, start) and return matching storms.

Request a new Action for Stormboard

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Frequently Asked Questions

How do I start an integration between Stormboard and Wortal CRM?

To start, connect both your Stormboard and Wortal CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Stormboard triggers actions in Wortal CRM (or vice versa).

Can we customize how data from Stormboard is recorded in Wortal CRM?

Absolutely. You can customize how Stormboard data is recorded in Wortal CRM. This includes choosing which data fields go into which fields of Wortal CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Stormboard and Wortal CRM?

The data sync between Stormboard and Wortal CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Stormboard to Wortal CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Stormboard and Wortal CRM?

Yes, you can set conditional logic to control the flow of data between Stormboard and Wortal CRM. 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.

Stormboard

About Stormboard

An online stickynote whiteboard making meetings, brainstorms, and creative projects more productive and effective.

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Wortal CRM

About Wortal CRM

Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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