Connect BoardCRM and ShopBase to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create Product
Create Product Variant
Add Product Image
Update Product
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new product is added
runs when new product is added
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 Product
Create a new product with title, images, options, and variants.
Create Product Variant
Create a product variant with option values, price, SKU, and image.
Add Product Image
Upload an image to a product and optionally set it as the main image.
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Frequently Asked Questions
To start, connect both your BoardCRM and ShopBase accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in ShopBase (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in ShopBase. This includes choosing which data fields go into which fields of ShopBase, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and ShopBase 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 ShopBase. 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 ShopBase
ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.
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