Connect Truffle AI and BoardCRM to Build Intelligent Automations
Enable Integrations or automations with these events of Truffle AI and BoardCRM
Enable Integrations or automations with these events of Truffle AI and BoardCRM
Actions
List Agents
Retrieve a list of all agents
Get Agent Details by ID
Retrieve details of a specific agent by ID
Create Agent
Creates a new AI agent
Run Agent
Execute an agent with provided input
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.
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Frequently Asked Questions
To start, connect both your Truffle AI and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Truffle AI triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Truffle AI 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 Truffle AI 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 Truffle AI 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 Truffle AI
Truffle AI is a cutting-edge platform that leverages artificial intelligence to provide advanced analytics and insights for businesses. It helps organizations make data-driven decisions by analyzing large datasets and offering predictive analytics. With Truffle AI, users can optimize their operations, enhance customer experiences, and drive growth through intelligent data interpretation.
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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