Connect BoardCRM and Gumroad to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Gumroad

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Sales

New Sales

Triggers when a new sales is created in Gumroad.

Request a new Trigger for BoardCRM

Do thisActions

Action is the task that follows automatically within your BoardCRM integrations.

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

Create Deal

Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.

Enable a Product

Enable a Product

Enable an existing product.

Delete a Product

Delete a Product

Delete an existing product.

Get a Product

Get a Product

Returns the information of a specified product.

Request a new Action for BoardCRM

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Frequently Asked Questions

How do I start an integration between BoardCRM and Gumroad?

To start, connect both your BoardCRM and Gumroad accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Gumroad (or vice versa).

Can we customize how data from BoardCRM is recorded in Gumroad?

Absolutely. You can customize how BoardCRM data is recorded in Gumroad. This includes choosing which data fields go into which fields of Gumroad, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoardCRM and Gumroad?

The data sync between BoardCRM and Gumroad typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoardCRM to Gumroad?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoardCRM and Gumroad?

Yes, you can set conditional logic to control the flow of data between BoardCRM and Gumroad. 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.

BoardCRM

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.

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Gumroad

About Gumroad

Gumroad is a platform that enables creators to sell products directly to their audience. It offers tools for digital product distribution, payment processing, and customer management.

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