Connect Entera CRM and Procore to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Entera CRM
Choose an Action
Automatically do this!
Get Projects
Create Worker - Company
Create Project
Create Company Contact
Create Project Cost Code List From Company List
Create Submittal
Create Cost Code - Project
Create Vendor - Company Level
List All Companies
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Project Updated
Triggers when a project is updated.
Punch Item Updated
Triggers when a punch list item is updated.
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.
Get Projects
Get list of all the projects.
Create Worker - Company
Creates a new worker for a specific company.
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Frequently Asked Questions
To start, connect both your Entera CRM and Procore accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in Procore (or vice versa).
Absolutely. You can customize how Entera CRM data is recorded in Procore. This includes choosing which data fields go into which fields of Procore, setting up custom formats, and filtering out unwanted information.
The data sync between Entera CRM and Procore 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 Procore. 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 Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
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