Connect Entera CRM and ConvertApi to Build Intelligent Automations

Choose a Trigger

Entera CRM

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Choose an Action

ConvertApi

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Enable Integrations or automations with these events of Entera CRM and ConvertApi

Enable Integrations or automations with these events of Entera CRM and ConvertApi

Actions

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.

Get User Info

Get User Info

Retrieve ConvertAPI account details including email, API key, conversion usage, and account status.

Convert DOCX to PDF

Convert DOCX to PDF

Convert a publicly accessible DOCX file URL into a PDF and return the generated PDF download URL.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Entera CRM data is recorded in ConvertApi. This includes choosing which data fields go into which fields of ConvertApi, setting up custom formats, and filtering out unwanted information.

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

The data sync between Entera CRM and ConvertApi 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 Entera CRM to ConvertApi?

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 Entera CRM and ConvertApi?

Yes, you can set conditional logic to control the flow of data between Entera CRM and ConvertApi. 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.

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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ConvertApi

About ConvertApi

ConvertApi is a powerful online tool that provides a wide range of file conversion services. It allows users to convert various file formats such as documents, images, and PDFs with ease and efficiency. The platform is designed to handle complex conversion tasks, making it an ideal solution for businesses and individuals who need to convert files quickly and accurately.

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