Connect Sanchay Crm and ShopBase to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Is Created
Ticket Is Updated
Lead Is Updated
Contact Created
Choose an Action
Automatically do this!
Create Order
Create New Product
Add Product Variant
Add Product Image
Update Product Title and Images
Get Shop Details
List Orders
Create New Customer
Delete Order
Delete Product
Update Customer
Delete Customer
List All Products
List All Customers
Ready to use Sanchay Crm and ShopBase automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact created
New Product Created
Runs when new Product is created
New Order Is Created
Runs when New Order Is Created
Do thisActions
Action is the task that follows automatically within your Sanchay Crm integrations.
Add Contact
Create a new contact
Create Lead
Create a lead and set followup
View Lead Contacts
View contacts linked to a lead
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Create New User
Create a new user in CRM
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Frequently Asked Questions
To start, connect both your Sanchay Crm and ShopBase accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in ShopBase (or vice versa).
Absolutely. You can customize how Sanchay Crm data is recorded in ShopBase. This includes choosing which data fields go into which fields of ShopBase, setting up custom formats, and filtering out unwanted information.
The data sync between Sanchay Crm and ShopBase 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 Sanchay Crm and ShopBase. 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 ShopBase
ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.
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