Connect BoardCRM and ThriveCart to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Add Student
Get Customer Details
Issue Refund
List Products
Search Affiliates
Create Affiliate with Products
Search Transactions
Cancel Customer Subscription
List Bump Offers
List Upsells
List Downsells
Approve Affiliate
Get Product Details
Get Bump Details
Get Upsell Details
Get Downsell Details
Pause Subscription
Resume Subscription
Get Affiliate Details
Mark Affiliate As Favorite
Un-favourite an Affiliate
Reject Affiliate Application
Delete Affiliate User
Ready to use BoardCRM and ThriveCart automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Affiliate Approved
Runs when affiliate approved
Affiliate Rejected
Runs when affiliate rejected
Subscription Pauses
Runs when subscription pauses
Subscription Resumes
Runs when subscription resumes
Product Is Purchased
Runs when product is purchased
Add On Purchased
Runs when add on is purchased
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.
Add Student
Add a student to ThriveCart
Get Customer Details
Look up customer by email
Issue Refund
Return payment to a customer
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Frequently Asked Questions
To start, connect both your BoardCRM and ThriveCart accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in ThriveCart (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in ThriveCart. This includes choosing which data fields go into which fields of ThriveCart, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and ThriveCart 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 ThriveCart. 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 ThriveCart
Online shopping cart and checkout platform for selling products and managing orders.
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