Connect BoardCRM and Commerce Layer to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Customer Group
Create a Customer
Delete a Customer
Update Customer Group
Create price lists
Create a Shipping Category
Create a SKU's
Update Customer
Create a Price
Create Stock Location
Create Stock Item
Create Gift Card Recipients
Create Shipping Category
Create a Merchant
Update a Merchant
Update a Price List
Find SKU
Ready to use BoardCRM and Commerce Layer automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Gift Card Created
Trigger's when new gift card created.
New Customer created
Trigger's when new customer is created
New Promotion
Trigger's when new promotion is created.
Customer Deleted
Trigger's when a customer is deleted.
Gift Card activated
Trigger's when gift card is activated.
Gift Card Deactivated
Trigger's when gift card is deactivated.
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 Customer Group
create a customer group
Create a Customer
Create a new customer.
Delete a Customer
Delete a customer by id.
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Frequently Asked Questions
To start, connect both your BoardCRM and Commerce Layer accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Commerce Layer (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Commerce Layer. This includes choosing which data fields go into which fields of Commerce Layer, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Commerce Layer 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 Commerce Layer. 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 Commerce Layer
Commerce Layer is a fast, flexible, and highly secure REST API, designed to empower you to create innovative and scalable eCommerce solutions with ease. Ask ChatGPT
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