Connect Entera CRM and Signaturit to Build Intelligent Automations

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Entera CRM

When this happens...

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Signaturit

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Email Delivered

Email Delivered

Triggers when an email has been delivered.

Email Processed

Email Processed

Triggers when an email has been processed.

Document Opened

Document Opened

Triggers when a document has been opened.

Document Signed

Document Signed

Triggers when a document has been signed.

Document Completed

Document Completed

Triggers when a document has been completed.

Dcument Declined

Dcument Declined

Triggers when an document has been declined.

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.

Update contact

Update contact

Updates a contact.

Delete Contact

Delete Contact

Delete a current contact.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Entera CRM and Signaturit 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 Signaturit?

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 Signaturit?

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

About Signaturit

Signaturit is a leading platform for electronic signature solutions, enabling businesses to securely sign documents online. It provides a seamless way to manage and authenticate digital signatures, ensuring legal compliance.

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