Connect DragApp and Entera CRM to Build Intelligent Automations

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DragApp

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Entera CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task Cards

New Task Cards

Retrieves task cards created in the selected board column within the specified time window.

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Do thisActions

Action is the task that follows automatically within your DragApp integrations.

Create Card

Create Card

Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.

Add Card Comment

Add Card Comment

Add a comment to the card (found by title) in the selected board and column.

Add New Contact

Add New Contact

Creates a new contact in Entera CRM.

Create Organization

Create Organization

creation of new organizations within the system.

Create Lead

Create Lead

This endpoint allows you to add a new lead to the system.

Create Deal

Create Deal

This endpoint allows you to add a new contact to the system.

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Frequently Asked Questions

How do I start an integration between DragApp and Entera CRM?

To start, connect both your DragApp and Entera CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in DragApp triggers actions in Entera CRM (or vice versa).

Can we customize how data from DragApp is recorded in Entera CRM?

Absolutely. You can customize how DragApp 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.

How often does the data sync between DragApp and Entera CRM?

The data sync between DragApp and Entera CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from DragApp to Entera CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between DragApp and Entera CRM?

Yes, you can set conditional logic to control the flow of data between DragApp 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.

DragApp

About DragApp

Drag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.

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Entera CRM

About 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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