Connect BoardCRM and ClickBank to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
List ClickBank Orders
Get ClickBank products
Ready to use BoardCRM and ClickBank automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Transaction Postback
Triggers when ClickBank sends a server-to-server postback for a new event such as an order form impression, purchase, upsell, or combined conversion.
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.
List ClickBank Orders
List or search all orders of ClickBank.
Get ClickBank products
Get products from a ClickBank site.
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Frequently Asked Questions
To start, connect both your BoardCRM and ClickBank accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in ClickBank (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in ClickBank. This includes choosing which data fields go into which fields of ClickBank, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and ClickBank 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 ClickBank. 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 ClickBank
ClickBank is a global digital retailer and leading affiliate marketplace. Our ecosystem enables our clients to launch, scale and support physical and digital products and connect with affiliates to promote them. We empower entrepreneurs with the freedom to work and live across the globe, fuel their purpose and live the life of their dreams.
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