Connect BoardCRM and Shiprocket 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
Create a Product
Create a Pickup Location
Generate Invoice
Search Order
Cancel Order
Change/Update Pickup Location
Update Customer Delivery Address
Generate AWB for Shipment
Search Courier
Search Shipment Detail
Search Country Code
Search Product Detail by Name
Search Integrated channels
Search PickUp Locations
Enable Integrations or automations with these events of BoardCRM and Shiprocket
Enable Integrations or automations with these events of BoardCRM and Shiprocket
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 an Order
Creates a new order.
Create a Product
Create a new product.
Create a Pickup Location
Create a new pickup location in your account.
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Frequently Asked Questions
To start, connect both your BoardCRM and Shiprocket accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Shiprocket (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Shiprocket. This includes choosing which data fields go into which fields of Shiprocket, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Shiprocket 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 Shiprocket. 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 Shiprocket
Shiprocket is a leading eCommerce logistics and shipping solution in India, designed to streamline the shipping process for online retailers. It offers a comprehensive platform that integrates with various eCommerce platforms, providing features like automated shipping, real-time tracking, and multiple courier options to enhance the delivery experience for businesses and their customers.
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