Dealboard Integrations
BetaPut Dealboard to work with AI and enterprise-grade automation
Automate smarter with Dealboard and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
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Databases
Slack
Team Chat
Google Sheets
Google, Spreadsheets
Google Calendar
Calendar, Google
HubSpot
Marketing Automation
Facebook Lead Ads
Ads & Conversion, Facebook
Google Forms
Forms & Surveys, Google
Slack
Team Chat
Google Sheets
Google, Spreadsheets
Google Calendar
Calendar, Google
HubSpot
Marketing Automation
Facebook Lead Ads
Ads & Conversion, Facebook
Google Forms
Forms & Surveys, Google
Calendly
Scheduling & Booking
Typeform
Forms & Surveys
Airtable
Databases
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.
- BoardRequired
Try ItTriggerInstant- BoardRequired
Try ItTriggerInstant- Board
- DealRequired
- NoteRequired
ActionWrite- Board
- First Name
- Last Name
- Work Email
- Phone
- Company
- Company Website
- Message
- How They Heard About You
- Source
- Submitted from URL
- Page Title
- Referrer
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- Google Ads Click Parameter (GCLID)
ActionWrite
- BoardRequired
- Only These Stages
Try ItTriggerInstant- BoardRequired
Try ItTriggerInstant- BoardRequired
- Deal NameRequired
- Company
- Amount
- Stage
- Primary Contact Name
- Primary Contact Title
- Primary Contact Email
- Primary Contact Phone
- Primary Contact LinkedIn
- Key Terms
ActionWrite- BoardRequired
- DealRequired
- Move to StageRequired
ActionWrite
For builders
Let your AI safely access Dealboard
Go beyond Zap workflows. Install Zapier in your AI to call Dealboard actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
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Act in Dealboard 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 Dealboard 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 Dealboard 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: "dealboard", owner: "me" });
await zapier.runAction({
app: 'dealboard',
action: 'add_note',
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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