Connectors / Service / Boostr

Boostr is a CRM built for media and ad sales teams. (updated: 1633093264640)

Boostr

Boostr is a CRM built for media and ad sales teams.

Overview

Experience an Ad Sales CRM + Multi-Channel OMS designed entirely to run your media business. Save time, improve forecast accuracy and grow sales.

Authentication

When using the Boostr connector, the first thing you will need to do is go to your Tray.io account page, and select the workflow you wish to work on. Once in the workflow builder itself, search and drag the Boostr connector from the connectors panel (on the left hand side) onto your workflow.

With the new Boostr connector step highlighted, in the properties panel on the right, click on the Authenticate tab and 'Add new authentication' (located under the 'Authentication' field).

add-auth

This will result in a Tray.io authentication pop-up window. The first page will ask you to name your authentication, and state which type of authentication you wish to create ('Personal' or 'Organisational').

As you can see, the next page asks you for your 'Email' and 'Password', and if you are using version 2, for your 'Environment'.

Version 2.0 +

boostr-auth-popups-v2

Version 1.0 and earlier

boostr-auth-popups-v1

Once you have added these fields to your Tray.io authentication popup window, click on the 'Create authentication' button. Go back to your settings authentication field (within the workflow builder properties panel), and select the recently added authentication from the dropdown options now available.

Your connector authentication setup should now be complete.

Example

In this example we will build a simple workflow to retrieve a list of deals from Boostr.

Create a new workflow with a Manual Trigger, and add a step from the Boostr connector, with the operation set to List deals. You can either run the workflow immediately or specify some filters, such as Closed at or Updated at.

boostr-list_deals

The result will be a list of deals. You can access this list in subsequent steps by using the jsonPath $.steps.boostr-1.results .

All Operations

Latest version:

2.0

Get stage

Get a single stage

Create account

Create an account

Create contact

Create a contact

Create deal

Create a deal

Create deal product

Create a deal product

Get IO

Get a single IO

Get account

Get a single account

Get contact

Get a single contact

Get deal

Get a single deal

Get deal product

Get a single deal product

Get product

Get a single product

List IOs

Get collection of IOs

List accounts

Get collection of accounts

List accounts DDL

List accounts string DDL

List contacts

Get collection of contacts

List contacts DDL

List deal products

Get collection of deal product

List deal products DDL

List deals

Get collection of deals

List deals DDL

List products

Get collection of products

List products DDL

List stages

Get collection of stages

List stages DDL

Update account

Update an account

Update contact

Update a contact

Update deal

Update a deal

Update deal product

Update a deal product