Integrations50 agentssmartoffice
50 agents + smartoffice

Connect 50 agents and smartoffice to Build Intelligent Automations

Choose a Trigger

50 agents

When this happens...

Choose an Action

smartoffice

Automatically do this!

Enable Integrations or automations with these events of 50 agents and smartoffice

Enable Integrations or automations with these events of 50 agents and smartoffice

Actions

create meeting bot

create meeting bot

This action will create a bot in assistant and that bot will join the meeting and record the meeting and key points from the meeting

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Frequently Asked Questions

How do I start an integration between 50 agents and smartoffice?

To start, connect both your 50 agents and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in 50 agents triggers actions in smartoffice (or vice versa).

Can we customize how data from 50 agents is recorded in smartoffice?

Absolutely. You can customize how 50 agents data is recorded in smartoffice. This includes choosing which data fields go into which fields of smartoffice, setting up custom formats, and filtering out unwanted information.

How often does the data sync between 50 agents and smartoffice?

The data sync between 50 agents and smartoffice 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 50 agents to smartoffice?

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 50 agents and smartoffice?

Yes, you can set conditional logic to control the flow of data between 50 agents and smartoffice. 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.

50 agents

About 50 agents

Facilitate seamless scheduling and management of meetings through the chat.walkover.in platform, enhancing team collaboration and communication.

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smartoffice

About smartoffice

SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.

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