Connect wizishop and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New SKU Event
New Customer Event
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use wizishop and BoardCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New SKU Event
Triggered when a new product SKU is created,updated and deleted.
New Customer Event
Trigger's when a customer is created,updated and deleted.
Do thisActions
Action is the task that follows automatically within your wizishop integrations.
Create Brand
Create a new brand .
Update SKU Stock
Adjust a product SKU's inventory by increasing, decreasing, or replacing its stock quantity.
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 wizishop and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in wizishop triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how wizishop 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 wizishop 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 wizishop 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 wizishop
WiziShop is an all-in-one e-commerce platform with cloud-based solutions to gain visibility and sell products and services online by harnessing the power of SEO.
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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