Put BoardCRM to work with AI and enterprise-grade automation
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Airtable
Databases
Trello
Project Management
Asana
Project Management
ActiveCampaign
Marketing Automation
TidyCal
Calendar
Bloomerang
Fundraising
Airtable
Databases
Trello
Project Management
Asana
Project Management
ActiveCampaign
Marketing Automation
TidyCal
Calendar
Bloomerang
Fundraising
Book Like A Boss
Scheduling & Booking
Landingi
Website Builders
ChatAIBot
Customer Support
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Add Comment to Deal
Triggers when a new comment is added to a deal.
Try ItTriggerPolling - Expired Deal Deadline
Triggers when a deal deadline is expired.
Try ItTriggerPolling - New Deal
Triggers when a new deal is created.
Try ItTriggerPolling - Successful Deal Deadline
Triggers when a deal deadline is successful.
Try ItTriggerPolling
- Add Tag to Deal
Triggers when a new tag is added to a deal.
Try ItTriggerPolling - Lost Deal
Triggers when a deal is failed.
Try ItTriggerPolling - Set Deal Deadline
Triggers when a deal deadline is changed.
Try ItTriggerPolling - Update Deal
Triggers when a deal is updated.
Try ItTriggerPolling
For builders
Let your AI safely access BoardCRM
Go beyond Zap workflows. Install Zapier in your AI to call BoardCRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in BoardCRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose BoardCRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a BoardCRM connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "boardcrm", owner: "me" });
await zapier.runAction({
app: 'boardcrm',
action: 'add_comment',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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