Connect When I Work and Entera CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for When I Work
Choose an Action
Automatically do this!
Add New Contact
Create Organization
Create Lead
Create Deal
Enable Integrations or automations with these events of When I Work and Entera CRM
Enable Integrations or automations with these events of When I Work and Entera CRM
Actions
Create an User
Creates an employee, manager, or supervisor.
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.
Create Deal
This endpoint allows you to add a new contact to the system.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your When I Work and Entera CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in When I Work triggers actions in Entera CRM (or vice versa).
Absolutely. You can customize how When I Work 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 When I Work 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 When I Work 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 When I Work
When I Work is an employee scheduling and time tracking software designed to streamline workforce management and enhance communication among teams. It provides tools for scheduling, attendance tracking, and time clock functionalities, catering to businesses seeking efficient shift planning and workforce management solutions.
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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