Connect Upvoted and BoardCRM
Integrate Upvoted with BoardCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Comment in Boardcrm when new feature is added in Upvoted
UpdateLead in BoardCrm when new feature is added in Upvoted
Create Deal in Boardcrm when new feature is added in Upvoted
Add Comment in Boardcrm when New comments arrive on a feature in Upvoted
UpdateLead in BoardCrm when New comments arrive on a feature in Upvoted
Popular Upvoted + BoardCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Upvoted
When this happens...
new feature is added
New comments arrive on a feature
Choose an action
BoardCRM
Automatically do this!
Add Comment
UpdateLead
Create Deal
Add Comment in Boardcrm when new feature is added in Upvoted
Use this flowUpdateLead in BoardCrm when new feature is added in Upvoted
Use this flowCreate Deal in Boardcrm when new feature is added in Upvoted
Use this flowAdd Comment in Boardcrm when New comments arrive on a feature in Upvoted
Use this flowUpdateLead in BoardCrm when New comments arrive on a feature in Upvoted
Use this flowCreate Deal in Boardcrm when New comments arrive on a feature in Upvoted
Use this flowSupported Triggers & Actions
Everything you can automate between Upvoted and BoardCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
new feature is added
runs when new feature is added
New comments arrive on a feature
runs when new comments arrive on a feature
Do thisActions
Action is the task that follows automatically within your Upvoted integrations.
Create Feature
Create a new feature.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Upvoted
Upvoted is a platform designed to enhance user engagement and interaction through voting and feedback mechanisms. It allows users to upvote content, ideas, or products, fostering a community-driven environment for decision-making and prioritization.
Learn moreSimilar apps
About 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upvoted and BoardCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Upvoted and BoardCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach BoardCRM. No coding required.
Yes. You can set up a workflow where Upvoted triggers actions in BoardCRM, and a separate workflow where BoardCRM triggers actions in Upvoted. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Upvoted and BoardCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upvoted and BoardCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
