Connect BoardCRM and Order Desk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create an Order History Item
Create Shipment
Create Order
Create Order Item
Create an Inventory Item
Update Single Inventory Item
Update Order Item
Update an Order
Delete Inventory Item
Delete a Shipment
Delete an Order
Delete an Order Item
Ready to use BoardCRM and Order Desk automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is created in OrderDesk.
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 an Order History Item
create an history item in order on orderdeck
Create Shipment
Creates a new shipment for an order, including tracking information and carrier details.
Create Order
Creates a new order in OrderDesk.
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Frequently Asked Questions
To start, connect both your BoardCRM and Order Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Order Desk (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Order Desk. This includes choosing which data fields go into which fields of Order Desk, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Order Desk 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 Order Desk. 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 Order Desk
Order Desk is a powerful order management system designed to streamline your e-commerce operations. It allows you to manage, process, and fulfill orders from multiple sales channels in one centralized platform.
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