Connect Entera CRM and docAnalyzer AI to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Entera CRM
Choose an Action
Automatically do this!
Find all Documents
Chat with a Document
Find all Labels
Label based Document Detailing
Enable Integrations or automations with these events of Entera CRM and docAnalyzer AI
Enable Integrations or automations with these events of Entera CRM and docAnalyzer AI
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.
Find all Documents
Find all Documents
Chat with a Document
Chat with a Document
Explore more automations built by businesses and experts
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Entera CRM and docAnalyzer AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in docAnalyzer AI (or vice versa).
Absolutely. You can customize how Entera CRM data is recorded in docAnalyzer AI. This includes choosing which data fields go into which fields of docAnalyzer AI, setting up custom formats, and filtering out unwanted information.
The data sync between Entera CRM and docAnalyzer AI 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 docAnalyzer AI. 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 docAnalyzer AI
docAnalyzer AI is an advanced tool designed to analyze and process documents using artificial intelligence. It offers features such as document classification, data extraction, and content analysis, making it an essential tool for businesses and individuals looking to streamline their document management processes.
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