Connect Shiptheory and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Shipment
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Shipment
Triggers when a new shipment is created.
Do thisActions
Action is the task that follows automatically within your Shiptheory integrations.
Create Product
Add's a new product in shiptheory.
Create Shipment
Create's a new shipment.
Create a Tag
Create a single tag in your Shiptheory account.
Update a Tag
Update a single tag by ID.
Update a Product
Update an existing product in shiptheory.
Add Comment
Add a comment to a specified deal in BoardCrm.
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Frequently Asked Questions
To start, connect both your Shiptheory and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Shiptheory triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Shiptheory data is recorded in BoardCRM. This includes choosing which data fields go into which fields of BoardCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Shiptheory and BoardCRM 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 Shiptheory and BoardCRM. 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 Shiptheory
Automate your shipping processes for greater efficiency and reliability by integrating with Shiptheory. Access various carrier APIs to streamline your shipping operations and ensure smooth delivery management.
Learn MoreAbout 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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