Connect BoardCRM and Fourthwall to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Update product availability by id
Create Membership_Multi Promotion
Search Products
Create Percent Off Membership Promotion
Ready to use BoardCRM and Fourthwall automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Product Updated
Triggered when a product is updated on Fourthwall.
New Gift Purchase
Triggers when a new gift was purchased.
Order Updated
Triggers when an order is updated.
Order Placed
Triggers when an order is placed.
New Product
Triggers when s new product is created.
New Promotion
Triggers when a new promotion is created.
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.
Update product availability by id
Updates a product (offer) availability.
Create Membership_Multi Promotion
Creates a membership_multi promotion.
Search Products
search products by name
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Frequently Asked Questions
To start, connect both your BoardCRM and Fourthwall accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Fourthwall (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Fourthwall. This includes choosing which data fields go into which fields of Fourthwall, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Fourthwall 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 Fourthwall. 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 Fourthwall
Fourthwall is a platform designed to empower creators by providing them with tools to build and manage their own custom storefronts. It allows creators to sell merchandise, digital products, and memberships directly to their audience, offering a seamless and personalized shopping experience. With Fourthwall, creators can maintain control over their brand and engage with their community more effectively.
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