Connect BoardCRM and Zoho POS to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create contact
Update contact
Create inventory item
Update inventory item
Create item group
Create contact person
Add or update tax rate
Create sales order
Create invoice
Record customer payment
Update contact person
Update Group Item
Update pricebook
Update sales order
Update invoice by number
Update customer payment
Delete contact
Delete contact person
Delete item group
Delete tax
Delete a sales order
Delete invoice
Delete a customer payment
Delete bill by number
Ready to use BoardCRM and Zoho POS automations
Explore more automations built by businesses and experts
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Bill Created
Triggered when a bill is created.
new item is added
runs when new item is added
new contact is added
runs when new contact is added
tax is created or updated
runs when tax is created or updated
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 contact
Add a new contact with billing and shipping addresses and primary contact details.
Update contact
Update a contact's details in Zoho POS
Create inventory item
Create a new inventory item with price, stock level, tax and vendor details
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Frequently Asked Questions
To start, connect both your BoardCRM and Zoho POS accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Zoho POS (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Zoho POS. This includes choosing which data fields go into which fields of Zoho POS, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Zoho POS 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 Zoho POS. 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 Zoho POS
Zoho POS is a comprehensive point-of-sale solution designed to streamline retail operations, manage inventory, and enhance customer experiences. It offers seamless integration with other Zoho products, providing a unified platform for sales and business management.
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