
When this happens...
Automatically do this!
Add New Contact
Create Organization
Create Lead
Create Deal
Enable Integrations or automations with these events of Libeo and Entera CRM
Deletes an invoice
Creates an Invoice ready to be paid.
Creates a new supplier
Search supplier by its name, siret or siren
Creates a new contact in Entera CRM.
creation of new organizations within the system.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Libeo and Entera CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Libeo triggers actions in Entera CRM (or vice versa).
Absolutely. You can customize how Libeo data is recorded in Entera CRM. This includes choosing which data fields go into which fields of Entera CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Libeo and Entera CRM 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 Libeo and Entera CRM. 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.
Libeo is a platform designed to simplify and automate the management of invoices and payments for businesses. It offers a seamless way to handle accounts payable and receivable, making financial operations more efficient and less time-consuming.
Learn MoreEntera 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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