Connect Webshipper and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
Order Updated
Order Deleted
Shipment Created
Shipment Updated
Shipment Deleted
Return Created
Return Updated
Return Deleted
Report Created
Report Updated
Report Deleted
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 Order
Trigger's when an order is created.
Order Updated
Trigger's when an order is updated.
Order Deleted
Trigger's when an order is deleted.
Shipment Created
Trigger's when a new shipment is created.
Shipment Updated
Trigger's when a shipment is updated.
Shipment Deleted
Trigger's when a shipment was deleted.
Do thisActions
Action is the task that follows automatically within your Webshipper integrations.
Create a User
Create a new user.
Update an User
Update an user by user email.
Delete a User
Delete an user by email address.
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.
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Frequently Asked Questions
To start, connect both your Webshipper and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Webshipper triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Webshipper 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 Webshipper 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 Webshipper 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 Webshipper
Webshipper is a shipping platform for all your shipping needs. Webshipper can help you automate and optimize your shipping flow.
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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