Connect BoardCRM and Shoppy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create product
Update Product
Delete Product
List Queries
Create Payment
Ready to use BoardCRM and Shoppy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Is Placed
Runs when a new order is placed in Shoppy.
New Product Is Created
runs when New Product Is Created
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.
Update Product
Update product details
Delete Product
Delete a product from your store.
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Frequently Asked Questions
To start, connect both your BoardCRM and Shoppy accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Shoppy (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in Shoppy. This includes choosing which data fields go into which fields of Shoppy, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and Shoppy 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 Shoppy. 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 Shoppy
Shoppy is a versatile eCommerce platform that enables users to create and manage online stores with ease. It offers a range of features for product management, payment processing, and customer engagement, making it ideal for businesses looking to expand their online presence.
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