Connect Uscreen and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Program
New Offer
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Uscreen and BoardCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new user is added to your storefront.
New Program
Trigger when new program video is uploaded.
New Offer
Triggers when a Offer is processed for subscriptions, bundles.
Do thisActions
Action is the task that follows automatically within your Uscreen integrations.
Create User
Creates a new user
Get a Offer
Get a Offer
Assign User Access
Assigns a bundle or subscription to a customer.
Get User Detail by Email
Get a Customer/User Detail by email
Get a Program
Get a Program
Update a User
Update a User
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Frequently Asked Questions
To start, connect both your Uscreen and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Uscreen triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Uscreen 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 Uscreen 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 Uscreen 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 Uscreen
Uscreen is a fully hosted video platform enabling you to sell and distribute your videos online.
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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