Connect Entera CRM and OneDrive to Build Intelligent Automations

Choose a Trigger

Entera CRM

When this happens...

Choose an Action

OneDrive

Automatically do this!

Ready to use Entera CRM and OneDrive automations

Explore more automations built by businesses and experts

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New File

New File

Triggers when a new file is added.

New Folder

New Folder

Trigger when new folder is added.

Request a new Trigger for Entera CRM

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 a Folder

Create a Folder

Creates a folder.

Create New Text File

Create New Text File

Creates a new text file with a plain text content.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

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

The data sync between Entera CRM and OneDrive 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 OneDrive?

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 OneDrive?

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

Learn More
OneDrive

About OneDrive

Microsoft OneDrive is a file hosting service operated by Microsoft. First released in August 2007, it allows registered users to store, share and sync their files. OneDrive also works as the storage backend of the web version of Microsoft 365 / Office.

Learn More