Erxes + Switchboard Integration
Integrate Erxes to Switchboard in one click, or tell Integrately AI how you want each submission handled. Capture form data, generate custom canvas graphics, store images, and share updates automatically.
Free forever.Use premium features free for 14 days.1.
Customer is created in Erxes Instant- Customer is updated in Erxes Instant
- Customer is deleted in Erxes Instant
- Form submission is received in Erxes Instant
- Company is created in Erxes Instant
- Company is updated in Erxes Instant
- Company is deleted in Erxes Instant
- Admin sends engagement message in Erxes Instant
- Customer sends a message in Erxes Instant
- Admin sent message in Erxes Instant
- Knowledge base is created in Erxes Instant
- Knowledge base is updated in Erxes Instant
- Knowledge base is deleted in Erxes Instant
2.
Create image from template in Switchboard
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Ready Workflows for Erxes + Switchboard Integration
Generate custom graphics from form submissions, create images when customers are added, process data, and notify your team, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Erxes + Switchboard flow
Extend your automation by connecting CRMs, communication tools, and storage platforms to your core Erxes and Switchboard workflow. Pick a combination and activate it in one click.
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Hubspot (4)
Hubspot (4) +
Slack (4)
Slack (4) +
Gmail (3)
Gmail (3) +
Shopify (3)
Shopify (3) +
Google Drive (3)
Google Drive (3) +
Stripe (3)
Stripe (3) E
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Create an image in Switchboard from every Erxes form submission, and add a contact in HubSpot.
Erxes form submissions instantly generate canvas graphics in Switchboard and create new contacts in HubSpot without manual data entry.
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Create an image in Switchboard when a customer is created in Erxes, and create a deal in HubSpot.
New customer profiles in Erxes generate automated Switchboard graphics and open corresponding deals in HubSpot instantly.
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Create an image in Switchboard when a company is created in Erxes, and update the company record in HubSpot.
Erxes company records automatically trigger Switchboard image generation and update company details in HubSpot.
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Create an image in Switchboard when a knowledge base is created in Erxes, and create a task in HubSpot.
New Erxes knowledge base entries trigger Switchboard graphics and schedule follow-up tasks in HubSpot automatically.
Supported triggers and actions for Erxes and Switchboard
Mix and match to build the exact automation you need
Erxes Triggers & Actions
Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
Try it → Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
Try it → Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
Try it → Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
Try it → Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
Try it → Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
Try it → Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
Try it → Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
Try it → Switchboard Triggers & Actions
What can you automate with Erxes + Switchboard?
Streamline your customer engagement and visual asset creation workflows by connecting Erxes triggers to Switchboard actions.
🖼️
Generate graphics from form submissions
Automatically create custom canvas images in Switchboard the moment a form submission is received in Erxes, eliminating manual design work.
📋
Capture every submitted form field
Map all incoming Erxes form data directly into your Switchboard image templates to produce detailed, personalized visual outputs.
🔔
Notify your team instantly
Alert team members on Slack or email as soon as Erxes triggers a new Switchboard graphic generation process.
🔀
Route actions based on form data
Apply conditional logic to your Erxes triggers so Switchboard creates different image templates depending on customer inputs.
🔄
Keep design assets updated
Trigger Switchboard template updates whenever customer records or company details are modified in Erxes.
📂
Archive generated images automatically
Store your newly created Switchboard graphics directly into cloud storage like Google Drive right after creation.
💳
Connect billing records to visual assets
Establish Stripe customer profiles and generate Switchboard assets concurrently when new customers are registered in Erxes.
🤝
Extend workflows to CRM platforms
Push Erxes customer data and Switchboard asset references directly into HubSpot for complete pipeline visibility.
And much more...
Who is Erxes + Switchboard integration for?
Teams managing customer conversations in Erxes and generating automated visual assets in Switchboard eliminate repetitive manual work through seamless data synchronization.
Performance marketers
Customer success managers
Agency account leads
Operations coordinators
Sales development reps
Support managers
📈
Performance marketers
You're reviewing customer engagement metrics in Erxes, but your visual asset pipeline lags behind manual Switchboard requests — with this integration, every form submission generates an instant visual graphic.
⚡
Customer success managers
You track new customer profiles in Erxes, but creating custom welcome graphics in Switchboard takes hours — automating both apps means welcome banners appear instantly.
🤝
Agency account leads
You collect client feedback through Erxes forms, but updating Switchboard templates manually delays delivery — this integration means custom graphics are generated instantly.
🔄
Operations coordinators
You log hundreds of form submissions in Erxes, but manual Switchboard image generation creates bottlenecks — automating both apps means every submission instantly yields a custom graphic.
🎯
Sales development reps
You capture leads in Erxes, but personalising Switchboard assets for each prospect is tedious — with this integration, custom graphics are created the moment a submission arrives.
📋
Support managers
You manage customer tickets in Erxes, but tracking visual requests in Switchboard leaves audit gaps — connecting these apps means every interaction maps cleanly to an image asset.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Erxes + Switchboard
Build and manage your Erxes + Switchboard automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Erxes + Switchboard with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Erxes + Switchboard Now 
In Just 1 Click!
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😍
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Frequently Asked Questions
How do I connect Erxes to Switchboard?
You can connect Erxes to Switchboard in 1-click using ready workflows on Integrately or by asking Integrately AI to build the automation for you. With 1,500+ integrations available including Slack, HubSpot, and Gmail, setting up your workflows takes minutes.
Can I automatically create Switchboard images from Erxes form submissions?
Can I connect Erxes, Switchboard, and HubSpot?
What is a good Zapier alternative for Erxes and Switchboard?
How are form submissions handled between Erxes and Switchboard?
Can I generate graphics when new customers are created in Erxes?
Do I need coding skills to automate Erxes and Switchboard?
Is the Erxes and Switchboard integration free?
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