Connect SureCart and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Affiliation Request Created
Customer Created
Price Created
New Referral
New Product
Abandoned Checkouts
Abandoned Checkouts Recovered
New Account
New Activations
Deleted Activations
Updated Activations
Affiliation Request Approved
Affiliation Request Denied
Affiliation Request Updated
New Bumps
Cancellation Act Created
Cancellation Act Updated
Customer Updated
Fulfillment Created
Fulfillment Deleted
Fulfillment Updated
New Invoice
Invoice Deleted
Invoice Updated
Invoice Make Draft
Invoice Make Open
Invoice Paid
Order Created
Order Delivered
Order Fulfilled
Order Paid
Order Processing
Order Partially Fulfilled
Order Partially Shipped
Order Payment Failed
Order Shipped
Order Unfulfilled
Order Voided
Order Unshiped
New Payout Groups
New Payouts Created
Payout Completed
Payout Made Processing
Prices Created
Price Deleted
Price Updated
Product Updated
Product Deleted
Product Stock Adjusted
Purchase Created
Referral Created
Referral Approved
Referral Updated
Referral Denied
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.
Affiliation Request Created
Triggers when a affiliation request is created.
Customer Created
Triggers when a Customer is created.
Price Created
Triggers when a Price is created.
New Referral
Triggers when a new Referral is created.
New Product
Triggers when a new Product is created.
Abandoned Checkouts
Triggers when a Abandoned Checkouts created.
Do thisActions
Action is the task that follows automatically within your SureCart integrations.
Find Affiliation
Find an existing affiliation by ID.
Find Affiliation Request
Find an existing affiliation request by id and email.
Find Checkout
Find an existing checkout by Id and email.
Find Coupon
Find an existing Coupon by ID.
Find Customer
Find an existing customer by Id and email.
Get Orders
Get all orders.
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Frequently Asked Questions
To start, connect both your SureCart and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SureCart triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how SureCart 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 SureCart 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 SureCart 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 SureCart
The new way to sell on WordPress. A simple yet powerful e-commerce platform designed to grow your business by effortlessly selling online.
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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