Connect BoardCRM and Shopkit to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Shopkit

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

New Client

Triggered when a new client is created in your Shopkit store.

Client Updated

Client Updated

Triggered when a client is updated in your Shopkit store.

Client Deleted

Client Deleted

Triggered when a client is deleted in your Shopkit store.

New Product

New Product

Triggeres when a new product is created in your Shopkit store.

Product Updated

Product Updated

Triggered when a product is updated in your Shopkit store.

Product Deleted

Product Deleted

Triggered when a product is deleted in your Shopkit store.

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 Store Detail

Get Store Detail

Get the details of your store.

Create Brand

Create Brand

Creates a new brand for product categorization in Shopkit.

Create Category

Create Category

Creates a new product category in Shopkit.

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Frequently Asked Questions

How do I start an integration between BoardCRM and Shopkit?

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

Can we customize how data from BoardCRM is recorded in Shopkit?

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

How often does the data sync between BoardCRM and Shopkit?

The data sync between BoardCRM and Shopkit 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 Shopkit?

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 Shopkit?

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

About Shopkit

Shopkit is a comprehensive eCommerce platform designed to streamline online retail operations. It offers a suite of tools for managing products, processing payments, and enhancing customer experiences, making it ideal for businesses looking to establish or expand their online presence.

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