Connect Entera CRM and Productive.io to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Entera CRM
Choose an Action
Automatically do this!
Create Company
Create Booking
Create Project
Create Contact
Find Company
Find User
Find Contact
Ready to use Entera CRM and Productive.io automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
New task created.
New Task Updated
New task updated
New Invoice
Trigger when new invoice is created
Invoice Updated
Trigger when new invoice is created
New deal
Trigger when new deal is created.
Updated Deal
Trigger when new deal 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.
Create Company
Creates company
Create Booking
Creates a new booking.
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Frequently Asked Questions
To start, connect both your Entera CRM and Productive.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in Productive.io (or vice versa).
Absolutely. You can customize how Entera CRM data is recorded in Productive.io. This includes choosing which data fields go into which fields of Productive.io, setting up custom formats, and filtering out unwanted information.
The data sync between Entera CRM and Productive.io 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 Productive.io. 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 Productive.io
Productive is a project management tool that includes everything you need to run a profitable agency.
Learn More
