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webCRM
Entera CRM
Actions and Triggers
When this happensTriggers
Activity
triggers when an activity is created or updated.
Delivery
triggers when a delivery is created or updated.
Document
tiggers when a document is created or updated.
Opportunity
triggers when an opportunity is created.
Organisation
triggers when an organisation is created.
Person
triggers when a person is created .
Do thisActions
List All Activities
Retrieves the list of all activities
List Linked Data for Activities
Fetches all linked data associated with activities from WebCRM.
List Linked Setup for Activities
Fetches the linked setup configuration for activities in WebCRM..
List Activity Hooks
Retrieves custom activity hooks created in your WebCRM account.
List Authorized User Info
Fetches information about the currently authenticated user in WebCRM.
List All Budgets
Retrieves a list of all budgets from your WebCRM account. Returns a message if no budget records are found.
Know More About viaSocket Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently asked questions
- Is there a limit to the number of apps I can integrate through viaSocket?
- No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
- Can I automate complex multi-step workflows across thousands of apps with viaSocket?
- Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
- Can I monitor the performance of integrations and troubleshoot issues?
- Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
- How does viaSocket ensure the security of data exchanged between integrated apps?
- Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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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