Integrations Agility CMS smartoffice
Agility CMS + smartoffice

Connect Agility CMS and smartoffice to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Agility CMS and smartoffice?

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

Can we customize how data from Agility CMS is recorded in smartoffice?

Absolutely. You can customize how Agility CMS 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 Agility CMS and smartoffice?

The data sync between Agility CMS 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 Agility CMS 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 Agility CMS and smartoffice?

Yes, you can set conditional logic to control the flow of data between Agility CMS 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.

Agility CMS

About Agility CMS

Agility CMS is a Headless Content Management System that allows you to define your content model, relationships, and structure to fit your needs. It empowers developers with the tools to build a customized digital architecture, and marketers with the freedom to manage content from a unified interface.

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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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