Connect BoardCRM and shift4shop to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create a Customer
Update Customer
Delete a Customer
Create a new Card
Retrieve an existing Card
Delete a Card
Retrieve an existing Customer
Retrieve an existing Charge
Create Payment link
Create Refund a Charge
Update Refund
Create a Plan
Delete a Plan
Update a Plan
Retrieve a Plan
Create a new Token
Create Subscription
Cancel a Subscription
Create a Test Payout
Update Payment link
Deactivate Payment link
Reactivate Payment link
Delete a Payment Method
Enable Integrations or automations with these events of BoardCRM and shift4shop
Enable Integrations or automations with these events of BoardCRM and shift4shop
Actions
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 a Customer
Creates a new customer object.
Update Customer
Update an existing Customer.
Delete a Customer
Deletes an existing customer object.
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your BoardCRM and shift4shop accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in shift4shop (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in shift4shop. This includes choosing which data fields go into which fields of shift4shop, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and shift4shop 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 shift4shop. 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 shift4shop
Shift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.
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