Connect upsales and Stormboard to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for upsales
Choose an Action
Automatically do this!
Create Idea
Create Storm
Search Storms
Enable Integrations or automations with these events of upsales and Stormboard
Enable Integrations or automations with these events of upsales and Stormboard
Triggers
Idea Created
Triggered when a new idea is created in Stormboard.
Actions
Create Idea
Create a new idea in a Stormboard storm and set its type, content, 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.
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Frequently Asked Questions
To start, connect both your upsales and Stormboard accounts to viaSocket. Once connected, you can set up a workflow where an event in upsales triggers actions in Stormboard (or vice versa).
Absolutely. You can customize how upsales data is recorded in Stormboard. This includes choosing which data fields go into which fields of Stormboard, setting up custom formats, and filtering out unwanted information.
The data sync between upsales and Stormboard 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 upsales and Stormboard. 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 upsales
The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.
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