Connect BoardCRM and Locate2u
Integrate BoardCRM with Locate2u to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Comment in Boardcrm when Stop Status Change in Locate2u-stops-integration
UpdateLead in BoardCrm when Stop Status Change in Locate2u-stops-integration
Create Deal in Boardcrm when Stop Status Change in Locate2u-stops-integration
Add Comment in Boardcrm when Shipment Status Change in Locate2u
UpdateLead in BoardCrm when Shipment Status Change in Locate2u
Popular BoardCRM + Locate2u flows
Start from a real workflow other teams are already running.
Add Comment in Boardcrm when Stop Status Change in Locate2u-stops-integration
Use this flowUpdateLead in BoardCrm when Stop Status Change in Locate2u-stops-integration
Use this flowCreate Deal in Boardcrm when Stop Status Change in Locate2u-stops-integration
Use this flowAdd Comment in Boardcrm when Shipment Status Change in Locate2u
Use this flowUpdateLead in BoardCrm when Shipment Status Change in Locate2u
Use this flowCreate Deal in Boardcrm when Shipment Status Change in Locate2u
Use this flowAdd Comment in Boardcrm when Shipment Assigned in Locate2u
Use this flowUpdateLead in BoardCrm when Shipment Assigned in Locate2u
Use this flowCreate Deal in Boardcrm when Shipment Assigned in Locate2u
Use this flowAdd Comment in Boardcrm when Stop Assigned in Locate2u
Use this flowSupported Triggers & Actions
Everything you can automate between BoardCRM and Locate2u .
When this happensTriggers
A trigger is an event that starts a workflow.
Stop Status Change
Triggers when the status of a stop in Locate2u is changed.
Shipment Status Change
Triggers when the status of a shipment in Locate2u is changed.
Shipment Assigned
Triggers when the shipment is assigned in Locate2u.
Stop Assigned
Triggers when the stop is assigned in Locate2u.
Trip Status Change
Triggers when the status of a trip in Locate2u is changed.
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 Order
Creates a new order
Get order details
Get existing order's details.
Create Stop
Creates a new stop. Can be assigned to a user or left unassigned.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Locate2u
Locate2u is a powerful platform designed to optimize and manage your delivery and service operations. With the Locate2u Stops Integration, businesses can efficiently track and manage their delivery stops, ensuring timely and accurate deliveries. This integration helps streamline logistics, improve customer satisfaction, and enhance operational efficiency.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoardCRM and Locate2u accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between BoardCRM and Locate2u as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Locate2u . No coding required.
Yes. You can set up a workflow where BoardCRM triggers actions in Locate2u , and a separate workflow where Locate2u triggers actions in BoardCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between BoardCRM and Locate2u . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoardCRM and Locate2u integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
