Connect BoardCRM and wizishop to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Create brand
Update SKU stock
Ready to use BoardCRM and wizishop automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Sku Event
Trigger when a SKU is created , updated or deleted.
Customer Event
Trigger when a customer is created,deleted or updated.
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 brand
Create a new brand using a name and optional image URL.
Update SKU stock
Update a product SKU's stock quantity by increasing, decreasing, or replacing the amount.
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Frequently Asked Questions
To start, connect both your BoardCRM and wizishop accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in wizishop (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in wizishop. This includes choosing which data fields go into which fields of wizishop, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and wizishop 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 wizishop. 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 wizishop
WiziShop is an all-in-one e-commerce platform with cloud-based solutions to gain visibility and sell products and services online by harnessing the power of SEO.
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