Connect Entera CRM and Graphy to Build Intelligent Automations
Ready to use Entera CRM and Graphy automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Learner is created
Triggers when a learner is created
New Success Transaction
Triggers when the process of purchase transaction is complete
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.
Enroll Learner to Course
Enroll a learner to a course by email ID
Unenroll Learner from Course
Unenroll a Lerner from Course using email ID
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Frequently Asked Questions
To start, connect both your Entera CRM and Graphy accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in Graphy (or vice versa).
Absolutely. You can customize how Entera CRM data is recorded in Graphy. This includes choosing which data fields go into which fields of Graphy, setting up custom formats, and filtering out unwanted information.
The data sync between Entera CRM and Graphy 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 Graphy. 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 Graphy
Graphy is a platform that enables creators to build and sell interactive courses. It provides tools for video hosting, quizzes, and community engagement, allowing creators to offer a comprehensive learning experience.
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