Connect Entera CRM and DataForms.io to Build Intelligent Automations
Enable Integrations or automations with these events of Entera CRM and DataForms.io
Enable Integrations or automations with these events of Entera CRM and DataForms.io
Actions
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.
Create Form
Creates a new form in DataForms.io using a selected template, title, and submission settings.
Find Form, Template or Entry
Finds a form, template, or entry in your DataForms account by name or code and returns it.
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Frequently Asked Questions
To start, connect both your Entera CRM and DataForms.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in DataForms.io (or vice versa).
Absolutely. You can customize how Entera CRM data is recorded in DataForms.io. This includes choosing which data fields go into which fields of DataForms.io, setting up custom formats, and filtering out unwanted information.
The data sync between Entera CRM and DataForms.io 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 DataForms.io. 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 DataForms.io
Web-based form builder for businesses that creates, templates, and embeds custom forms on websites with team collaboration and role-based permissions. Provides integrations (Zapier, Make) and a RESTful API for automations and programmatic access (base URL: https://api.dataforms.io).
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