Connect BoardCRM and Ecwid to Build Intelligent Automations
Ready to use BoardCRM and Ecwid automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when new customer is created.
New Order
Trigger when a new order is created.
Category Updated
Trigger when a category is updated.
Product Updated
Triggers when a product is updated.
Order Updated
Triggers when a order is updated.
Order Deleted
Triggers when an order is deleted.
Do thisActions
Action is the task that follows automatically within your BoardCRM integrations.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
Create New Customer
Create New Customer
Get Store Profile
Get existing store profile details
Create New Order
Creates a new order
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Step by step guides to integrate BoardCRM and Ecwid
Frequently Asked Questions
To start, connect both your BoardCRM and Ecwid accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Ecwid (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Ecwid. This includes choosing which data fields go into which fields of Ecwid, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Ecwid typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between BoardCRM and Ecwid. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
Learn MoreAbout Ecwid
Ecwid by Lightspeed is a cloud online store builder which lets you instantly launch an online store on any website, Facebook page, or multiple sites simultaneously.
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