Connect Zakeke and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Marketplace Order Item
New Order Item
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Ready to use Zakeke and BoardCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Marketplace Order Item
Triggers when a new a new order item is created for an order coming from a marketplace (such as Etsy) or from a manual order.
New Order Item
Triggers when a new customized order is received and print-ready files are generated.
Do thisActions
Action is the task that follows automatically within your Zakeke integrations.
Retrieve an order by ID
Retrieve existing an order by ID.
Get an order by code
Retrieve an order by code.
Retrieve a design by ID
Retrieve relevant data about a design.
Retrieve print-ready file with a given file format
Retrieve print-ready file with a given file format.
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.
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Frequently Asked Questions
To start, connect both your Zakeke and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zakeke triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Zakeke 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 Zakeke 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 Zakeke 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 Zakeke
Zakeke is a powerful platform that enables businesses to offer product customization and 3D visualization to their customers. It integrates seamlessly with e-commerce platforms, allowing users to personalize products in real-time, enhancing the shopping experience and boosting sales.
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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