Connect pdf4me and Entera CRM to Build Intelligent Automations
Enable Integrations or automations with these events of pdf4me and Entera CRM
Enable Integrations or automations with these events of pdf4me and Entera CRM
Actions
Rotate All PDF Pages
Rotate all the pages of a PDF document.
Compress PDF
Reduce the file size of a PDF document.
Classify Document
Analyze a PDF from a URL to determine its document class using PDF4me and return classification results, the stored file URL, file name, and base64 content.
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.
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Frequently Asked Questions
To start, connect both your pdf4me and Entera CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in pdf4me triggers actions in Entera CRM (or vice versa).
Absolutely. You can customize how pdf4me 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 pdf4me 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 pdf4me 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.
About pdf4me
PDF4me is a tool for pdf conversion, splitting, merging, make them PDF/A compliant, protect documents etc.
Learn MoreAbout 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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