Connect BoardCRM and Locate2u to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Order
Get order details
Create Stop
Update Order
Create Shipment
Get Shipment Details
Update Stop
Get Team Member Details
Get Stop Details
Update shipment
Ready to use BoardCRM and Locate2u automations
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Actions and Triggers
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.
Know More About Boardcrm and Locate2u Stops Integration Integrations
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Frequently Asked Questions
To start, connect both your BoardCRM and Locate2u accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Locate2u (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Locate2u . This includes choosing which data fields go into which fields of Locate2u , setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Locate2u 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 Locate2u . 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 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.
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