Connect Trint and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Transcript
Verified Transcript
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Trint and BoardCRM automations
Explore more automations built by businesses and experts
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Transcript
Triggers when new transcript is ready.
Verified Transcript
Triggers when transcript is fully editor approved(verified).
Do thisActions
Action is the task that follows automatically within your Trint integrations.
Create Folder
Creates a new folder in the Trint account to organize files.
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 Trint and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Trint triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Trint 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 Trint 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 Trint 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 Trint
Automate transcription and content management workflows with Trint, leveraging advanced speech-to-text technology to convert audio and video files into searchable, editable text.
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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