BoardCRM + WooCommerce

BoardCRM + WooCommerce integrations

Create BoardCRM deals from new WooCommerce orders

Activate this template, and whenever you have a new WooCommerce order, a BoardCRM deal will be created automatically.

When this happens...
OrderTriggers when any Order is created, updated, deleted, etc.
TriggerInstant
automatically do this!
Create DealCreates a new Deal
ActionWrite

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More things you can do with WooCommerce and BoardCRM

Discover other triggers and actions you can use with WooCommerce and BoardCRM

- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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Update Coupon
Updates an existing Coupon.
Action
Write

Update Customer
Updates an existing Customer.
Action
Write
Create Order Note
Creates a new Order Note.
Action
Write
Create Product
Creates a new Product or Variation.
Action
Write
Update Product Stock Quantity
Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
Action
Write
Create Subscription
Creates a new Subscription.
Action
Write
Update Subscription
Updates an existing Subscription.
Action
Write
Update User Membership
Updates an existing User Membership.
Action
Write
Find Coupon
Finds a Coupon by searching.
Action
Search
Find Membership Plan
Finds a Membership Plan by searching.
Action
Search
Find Order
Finds an Order by searching.
Action
Search
Find Subscription Note
Finds a Subscription Note by searching.
Action
Search
Find User Membership
Finds a User Membership by searching.
Action
Search
Find or Create Customer
Finds a Customer by searching.
Action
Search or write
Find or Create Order
Finds an Order by searching.
Action
Search or write
Find or Create Subscription Note
Finds a Subscription Note by searching.
Action
Search or write
Find or Create User Membership
Finds a User Membership by searching.
Action
Search or write
Add Tag to Deal
Triggers when a new tag is added to a deal.
Trigger
Polling
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Lost Deal
Triggers when a deal is failed.
Trigger
Polling
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Set Deal Deadline
Triggers when a deal deadline is changed.
Trigger
Polling
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Update Deal
Triggers when a deal is updated.
Trigger
Polling
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Won Deal
Triggers when a deal is successful.
Trigger
Polling
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- Deal ID
  Required
- Tag
Action
Write
- Deal ID
  Required
- Deal Start Time
- Deal End Time
Action
Write
- Deal ID
  Required
- Lead Name
- Lead Email
- Lead Phone
- Lead Add Phone
- Lead Telegram
- Lead Website
- Lead Skype
- Lead VK
- Lead Facebook
- Lead Note
- Lead Organization
- Lead Position
Action
Write

- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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- Trigger Rule
  Required
Trigger
Instant
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Create Coupon
Creates a new Coupon.
Action
Write
Create Customer
Creates a new Customer.
Action
Write
Create Order
Creates a new Order.
Action
Write
Update Order
Updates an existing Order.
Action
Write
Update Product Price
Manage the regular price or sale price of an existing Product or Variation by SKU or ID.
Action
Write
Update Product
Updates an existing Product or Variation.
Action
Write
Create Subscription Note
Creates a new Subscription Note.
Action
Write
Create User Membership
Creates a new User Membership.
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find Customer
Finds a Customer by searching.
Action
Search
Find Order Note
Finds an Order Note by searching.
Action
Search
Find Product
Finds a Product or Variation by searching.
Action
Search
Find Subscription
Finds a Subscription by searching.
Action
Search
Find or Create Coupon
Finds a Coupon by searching.
Action
Search or write
Find or Create Order Note
Finds an Order Note by searching.
Action
Search or write
Find or Create Product
Finds a Product or Variation by searching.
Action
Search or write
Find or Create Subscription
Finds a Subscription by searching.
Action
Search or write
Add Comment to Deal
Triggers when a new comment is added to a deal.
Trigger
Polling
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Expired Deal Deadline
Triggers when a deal deadline is expired.
Trigger
Polling
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New Deal
Triggers when a new deal is created.
Trigger
Polling
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Successful Deal Deadline
Triggers when a deal deadline is successful.
Trigger
Polling
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Update Deal Status
Triggers when a deal status is updated.
Trigger
Polling
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- Deal ID
  Required
- Comment Content
Action
Write
- Lead Name
- Lead Email
- Lead Phone
- Lead Add Phone
- Lead Telegram
- Lead Website
- Lead Skype
- Lead VK
- Lead Facebook
- Lead Note
- Lead Organization
- Lead Position
Action
Write
- Deal ID
  Required
- New Status
Action
Write

About BoardCRM

Fresh and user-friendly CRM system of next-generation for effective small and medium-sized businesses: deal stats, sales pipeline, customer base (leads), form builder for collecting leads.

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Related categories

CRM (Customer Relationship Management)

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About WooCommerce

WooCommerce is the eCommerce platform for WordPress. This connection requires a paid extension.

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Related categories

eCommerce

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