Connect Entera CRM and Coda to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Entera CRM
Choose an Action
Automatically do this!
Find a Row
Create a Row
Copy a Doc
Deletes a doc
Update Row
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Row
Triggers when a new row is created
Updated Row
Triggers when a new row is updated within the selected table
Do thisActions
Action is the task that follows automatically within your Entera CRM integrations.
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.
Create Deal
This endpoint allows you to add a new contact to the system.
Find a Row
Search for a Coda Row in the selected table using a column match search.
Create a Row
Creates a row in an existing table
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Frequently Asked Questions
To start, connect both your Entera CRM and Coda accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in Coda (or vice versa).
Absolutely. You can customize how Entera CRM data is recorded in Coda. This includes choosing which data fields go into which fields of Coda, setting up custom formats, and filtering out unwanted information.
The data sync between Entera CRM and Coda 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 Entera CRM and Coda. 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 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.
Learn MoreAbout Coda
Coda is a versatile online tool that combines documents, spreadsheets, and building blocks to create dynamic docs for various needs. It’s used for project management, data tracking, and creating complex documents that function like applications.
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