Connect Entera CRM and Pinata to Build Intelligent Automations

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Entera CRM

When this happens...

Choose an Action

Pinata

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Public File

New Public File

Trigger When a New Public File is uploaded .

New Public Group

New Public Group

Triggers when a New Public Group created.

New Private File

New Private File

Trigger When a New Private File is uploaded .

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 Group

Create Group

Creates a grpoup in your Pinata account.

Search Groups

Search Groups

Search groups based on Filter.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Entera CRM and Pinata 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 Pinata?

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 Pinata?

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

About Pinata

Pinata is a cloud-based platform that simplifies the process of uploading and managing files on the IPFS (InterPlanetary File System) network. It offers secure, decentralized storage solutions with seamless API integration, making it ideal for developers, content creators, and businesses managing large amounts of data.

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