Connect BoardCRM and My Dukaan to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

My Dukaan

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Triggers when a new customer is added.

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.

Get all Orders

Get all Orders

Get a list of orders.

Create Category

Create Category

Create a product category in a specified store.

Create Product

Create Product

Create's a product.

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Frequently Asked Questions

How do I start an integration between BoardCRM and My Dukaan?

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

Can we customize how data from BoardCRM is recorded in My Dukaan?

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

How often does the data sync between BoardCRM and My Dukaan?

The data sync between BoardCRM and My Dukaan 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 My Dukaan?

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 My Dukaan?

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

About My Dukaan

Dukaan is a platform that enables businesses to create and manage their online stores with ease. It provides tools for setting up an eCommerce website, managing products, processing payments, and handling orders, all without requiring any technical expertise.

Learn More