WooCommerce integration with BoardCRM
How to Create BoardCRM deals from new WooCommerce orders
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create BoardCRM deals from new WooCommerce orders" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate BoardCRM integrations
BoardCRM actions
Nekton can use any feature that is available in BoardCRM API.
Using our advanced AI, you can easily create custom automations for BoardCRM.
Here are some typical actions you can do in your automated workflows.
Add Comment
Adds a Comment to a Deal.
Create Deal
Creates a new Deal
Set Deal Status
Changes a Deal Status.
Add Tag
Adds a Tag to a Deal.
Set Deal Deadline
Sets Deal Deadline
Update Deal
Updates a Deal Data
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.