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Connect BoardCRM and Zakeke

Integrate BoardCRM with Zakeke to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between BoardCRM and Zakeke.

When this happensTriggers

A trigger is an event that starts a workflow.

New Marketplace Order

New Marketplace Order

Triggers when a new a new order is created.

New Print-Ready Order Item Arrives

New Print-Ready Order Item Arrives

Runs when new print-ready order item arrives.

Request a new Trigger for BoardCRM

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.

Retrieve an order by ID

Retrieve an order by ID

Retrieve existing an order by ID.

Get an order by code

Get an order by code

Retrieve an order by code.

Retrieve a design by ID

Retrieve a design by ID

Retrieve relevant data about a design.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Integrations BoardCRM
BoardCRM + Zakeke
BoardCRM logo

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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Integrations Zakeke
Zakeke + BoardCRM
Zakeke logo

About Zakeke

Zakeke is a powerful platform that enables businesses to offer product customization and 3D visualization to their customers. It integrates seamlessly with e-commerce platforms, allowing users to personalize products in real-time, enhancing the shopping experience and boosting sales.

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Frequently Asked Questions

How do I connect BoardCRM and Zakeke?

Sign up for a free viaSocket account, then authorize both your BoardCRM and Zakeke accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between BoardCRM and Zakeke as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from BoardCRM to Zakeke?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zakeke. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where BoardCRM triggers actions in Zakeke, and a separate workflow where Zakeke triggers actions in BoardCRM. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between BoardCRM and Zakeke. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire BoardCRM and Zakeke integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.