Connect Akkio and smartoffice to Build Intelligent Automations

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Akkio

When this happens...

Choose an Action

smartoffice

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Enable Integrations or automations with these events of Akkio and smartoffice

Enable Integrations or automations with these events of Akkio and smartoffice

Actions

Update a Project

Update a Project

Update details of your project from project ID

Delete a Datasheet

Delete a Datasheet

Delete a Dtasheet from datasheet ID

Request a new Action for Akkio

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Frequently Asked Questions

How do I start an integration between Akkio and smartoffice?

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

Can we customize how data from Akkio is recorded in smartoffice?

Absolutely. You can customize how Akkio 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 Akkio and smartoffice?

The data sync between Akkio 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 Akkio 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 Akkio and smartoffice?

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

Akkio

About Akkio

It is an easy-to-use, scalable, and affordable AI platform for real-time decision making.

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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.

Learn More