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Zapier makes it easy to integrate BoardCRM with IRIS CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Add Comment to Deal" from BoardCRM.

Add your action

An action happens after the trigger—such as "Add Comment to Ticket" in IRIS CRM.

You’re connected!

Zapier seamlessly connects BoardCRM and IRIS CRM, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your BoardCRM to IRIS CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect BoardCRM and IRIS CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with 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.

triggers, actions, or triggers and actions

Add Comment to Deal
Triggers when a new comment is added to a deal.
Trigger
Polling
Try It
Expired Deal Deadline
Triggers when a deal deadline is expired.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
Successful Deal Deadline
Triggers when a deal deadline is successful.
Trigger
Polling
Try It
Update Deal Status
Triggers when a deal status is updated.
Trigger
Polling
Try It
- Deal ID
  Required
- Comment Content
Action
Write
- Lead Name
- Lead Email
- Lead Phone
- Lead Add Phone
- Lead Telegram
- Lead Website
- Lead Skype
- Lead VK
- Lead Facebook
- Lead Note
- Lead Organization
- Lead Position
Action
Write
- Deal ID
  Required
- New Status
Action
Write
- Info
- Current Status
  Required
Trigger
Instant
Try It
- Info
- Current Status
  Required
Trigger
Instant
Try It
- Info
- Current Status
  Required
Trigger
Instant
Try It
- Info
- Previous Status
  Required
- New Status
  Required
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
- Previous Type(s)
- New Type(s)
Trigger
Instant
Try It
- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note Tab
  Required
- Sticky or not?
  Required
- Note content
  Required
Action
Write
- Info
- Group
  Required
- Status
  Required
- Assign User(s)
  Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email Field
  Required
- Email template
  Required
Action
Write
- Info
- Group
  Required
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
  Required
- Subject
  Required
- Description
- Status
  Required
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
  Required
- Assign to
  Required
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write

Add Tag to Deal
Triggers when a new tag is added to a deal.
Trigger
Polling
Try It
Lost Deal
Triggers when a deal is failed.
Trigger
Polling
Try It
Set Deal Deadline
Triggers when a deal deadline is changed.
Trigger
Polling
Try It
Update Deal
Triggers when a deal is updated.
Trigger
Polling
Try It
Won Deal
Triggers when a deal is successful.
Trigger
Polling
Try It
- Deal ID
  Required
- Tag
Action
Write
- Deal ID
  Required
- Deal Start Time
- Deal End Time
Action
Write
- Deal ID
  Required
- Lead Name
- Lead Email
- Lead Phone
- Lead Add Phone
- Lead Telegram
- Lead Website
- Lead Skype
- Lead VK
- Lead Facebook
- Lead Note
- Lead Organization
- Lead Position
Action
Write
Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
Try It
- Info
- Current Status
  Required
Trigger
Instant
Try It
Lead Restored
Triggers when a lead is restored.
Trigger
Instant
Try It
Lead Updated
Triggers when a lead is updated.
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
- File Tab
  Required
- File Label
  Required
- File Name
  Required
- File Source
  Required
Action
Write
- Info
- Assign User(s)
  Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket type
  Required
- Subject
  Required
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign type
  Required
- Assign to
  Required
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone Field
  Required
- SMS template
  Required
Action
Write
- Info
- New Status
  Required
- New Group
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing

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