Connect Planfix and Entera CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Add New Contact
Create Organization
Create Lead
Create Deal
Enable Integrations or automations with these events of Planfix and Entera CRM
Enable Integrations or automations with these events of Planfix and Entera CRM
Actions
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
Find Task by Name
Find a task by title and return its full details; if no title is provided, return all tasks.
Add New Contact
Creates a new contact in Entera CRM.
Create Organization
creation of new organizations within the system.
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Frequently Asked Questions
To start, connect both your Planfix and Entera CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Entera CRM (or vice versa).
Absolutely. You can customize how Planfix 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 Planfix 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 Planfix 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 Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
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.
Learn More
