BoardCRM integrations
Use Nekton to connect BoardCRM with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate BoardCRM integrations with Nekton
Create automations that integrate BoardCRM with other services
Nekton AI can integrate BoardCRM with many online apps and tools.
Here are some popular integrations you can try to automate your BoardCRM workflows:
BoardCRM actions
Nekton can use any feature that is available in BoardCRM API.
Using our advanced AI, you can easily create custom automations for BoardCRM.
Here are some typical actions you can do in your automated workflows.
Add Comment
Adds a Comment to a Deal.
Create Deal
Creates a new Deal
Set Deal Status
Changes a Deal Status.
Add Tag
Adds a Tag to a Deal.
Set Deal Deadline
Sets Deal Deadline
Update Deal
Updates a Deal Data
Add Comment to Deal
Triggers when a new comment is added to a deal.
Expired Deal Deadline
Triggers when a deal deadline is expired.
New Deal
Triggers when a new deal is created.
Successful Deal Deadline
Triggers when a deal deadline is successful.
Update Deal Status
Triggers when a deal status is updated.
Add Tag to Deal
Triggers when a new tag is added to a deal.
Lost Deal
Triggers when a deal is failed.
Set Deal Deadline
Triggers when a deal deadline is changed.
Update Deal
Triggers when a deal is updated.
Won Deal
Triggers when a deal is successful.
About BoardCRM
Fresh and user-friendly CRM system of next-generation for effective small and medium-sized businesses: deal stats, sales pipeline, customer base (leads), form builder for collecting leads.