BoardCRM + WooCommerce
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.
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.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create DealCreates a new Deal
ActionWriteCreate a new record or update an existing record in your app.
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Update Coupon
Updates an existing Coupon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Customer
Updates an existing Customer.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Order Note
Creates a new Order Note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a new Product or Variation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product Stock Quantity
Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Subscription
Creates a new Subscription.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Subscription
Updates an existing Subscription.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update User Membership
Updates an existing User Membership.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Coupon
Finds a Coupon by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Membership Plan
Finds a Membership Plan by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Order
Finds an Order by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Subscription Note
Finds a Subscription Note by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind User Membership
Finds a User Membership by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create Customer
Finds a Customer by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Order
Finds an Order by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Subscription Note
Finds a Subscription Note by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create User Membership
Finds a User Membership by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Add Tag to Deal
Triggers when a new tag is added to a deal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLost Deal
Triggers when a deal is failed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSet Deal Deadline
Triggers when a deal deadline is changed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdate Deal
Triggers when a deal is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWon Deal
Triggers when a deal is successful.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDeal IDRequired
Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Deal Start Time
Deal End Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create Coupon
Creates a new Coupon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Customer
Creates a new Customer.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Order
Creates a new Order.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Order
Updates an existing Order.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product Price
Manage the regular price or sale price of an existing Product or Variation by SKU or ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Updates an existing Product or Variation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Subscription Note
Creates a new Subscription Note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create User Membership
Creates a new User Membership.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Customer
Finds a Customer by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Order Note
Finds an Order Note by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product
Finds a Product or Variation by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Subscription
Finds a Subscription by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create Coupon
Finds a Coupon by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Order Note
Finds an Order Note by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Product
Finds a Product or Variation by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Subscription
Finds a Subscription by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAdd Comment to Deal
Triggers when a new comment is added to a deal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planExpired Deal Deadline
Triggers when a deal deadline is expired.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSuccessful Deal Deadline
Triggers when a deal deadline is successful.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdate Deal Status
Triggers when a deal status is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDeal IDRequired
Comment Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
New Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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