Connect Nuclino and Entera CRM to Build Intelligent Automations

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Nuclino

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Items

New or Updated Items

Retrieve items from the selected Nuclino workspace that were created or modified since the last check.

New Items

New Items

Retrieve items created in the selected workspace within the specified recent time window.

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Do thisActions

Action is the task that follows automatically within your Nuclino integrations.

Create an Item

Create an Item

Create a new item or collection in a Nuclino workspace. Optionally provide a title and content; returns the created object's details and URL.

Update Item

Update Item

Update a Nuclino item's title and/or content using its Item ID.

List Workspaces

List Workspaces

Retrieve all Nuclino workspaces. Optionally set Records Per Page to control how many workspaces are returned per request.

Delete Item

Delete Item

Permanently deletes a Nuclino item specified by its Item ID.

Add New Contact

Add New Contact

Creates a new contact in Entera CRM.

Create Organization

Create Organization

creation of new organizations within the system.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Nuclino 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.

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

The data sync between Nuclino and Entera CRM 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 Nuclino to Entera CRM?

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 Nuclino and Entera CRM?

Yes, you can set conditional logic to control the flow of data between Nuclino 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.

Nuclino

About Nuclino

Nuclino is a collaborative platform designed to help teams organize and share knowledge efficiently. It offers a seamless way to create, manage, and collaborate on documents and projects in real-time, enhancing team productivity and communication.

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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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