Connect BoardCRM and SmartRoutes to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create a Order
Get Customer by ID
Update Customer by ID
Get All Vehicles
Delete Orders by Order Number
Get Orders
List Custom Fields
List Capacities
List Customers
List Notification Templates
List Orders
List Plans
List Routes
List Vehicles
List Zone Groups
Ready to use BoardCRM and SmartRoutes automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Created
Triggers when a new order 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 a Order
Creates a new order.
Get Customer by ID
Here you will get costumer details.
Update Customer by ID
Can update customer details.
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Frequently Asked Questions
To start, connect both your BoardCRM and SmartRoutes accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in SmartRoutes (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in SmartRoutes. This includes choosing which data fields go into which fields of SmartRoutes, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and SmartRoutes 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 SmartRoutes. 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 SmartRoutes
SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
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