Connect Documint and Entera CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Add New Contact
Create Organization
Create Lead
Create Deal
Ready to use Documint and Entera CRM automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Trigger when a new template is created.
Do thisActions
Action is the task that follows automatically within your Documint integrations.
Merge Template
Merge a Template
Update Document
Update an Existing Document.
Delete Document
Delete a Document.
Add New Contact
Creates a new contact in Entera CRM.
Create Organization
creation of new organizations within the system.
Create Lead
This endpoint allows you to add a new lead to the system.
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Frequently Asked Questions
To start, connect both your Documint and Entera CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Documint triggers actions in Entera CRM (or vice versa).
Absolutely. You can customize how Documint data is recorded in Entera CRM. This includes choosing which data fields go into which fields of Entera CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Documint and Entera CRM 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 Documint and Entera CRM. 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 Documint
Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.
Learn MoreAbout Entera CRM
Entera CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships and improve customer satisfaction.
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