Connect Entera CRM and Nuclino to Build Intelligent Automations

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Entera CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Items

New or Updated Items

Retrieve items from the selected Nuclino workspace that were created or modified since the last check.

New Items

New Items

Retrieve items created in the selected workspace within the specified recent time window.

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Do thisActions

Action is the task that follows automatically within your Entera CRM integrations.

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.

Create an Item

Create an Item

Create a new item or collection in a Nuclino workspace. Optionally provide a title and content; returns the created object's details and URL.

Update Item

Update Item

Update a Nuclino item's title and/or content using its Item ID.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Entera CRM and Nuclino 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 Nuclino?

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 Nuclino?

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

About Nuclino

Nuclino is a collaborative platform designed to help teams organize and share knowledge efficiently. It offers a seamless way to create, manage, and collaborate on documents and projects in real-time, enhancing team productivity and communication.

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