Connect tabidoo and BoardCrm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
Update Record
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use tabidoo and BoardCrm automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Triggers when a new record is created.
Update Record
Triggers after a record being update .
Do thisActions
Action is the task that follows automatically within your tabidoo integrations.
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 tabidoo and BoardCrm accounts to viaSocket. Once connected, you can set up a workflow where an event in tabidoo triggers actions in BoardCrm (or vice versa).
Absolutely. You can customize how tabidoo 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 tabidoo 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 tabidoo 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 tabidoo
"Tabidoo is an intuitive and user-friendly online database management system designed to help you organize, store, and manage your data efficiently. With Tabidoo, you can easily create custom tables, manage relationships between data points, and collaborate seamlessly within your organization. Whether you're tracking projects, managing contacts, or handling inventory, Tabidoo simplifies data organization, making it accessible and manageable without the need for complex software or coding skills."
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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