Integrations apptivegrid smartoffice
apptivegrid + smartoffice

Connect apptivegrid and smartoffice to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between apptivegrid and smartoffice?

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

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

Absolutely. You can customize how apptivegrid 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 apptivegrid and smartoffice?

The data sync between apptivegrid 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 apptivegrid 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 apptivegrid and smartoffice?

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

apptivegrid

About apptivegrid

ApptiveGrid enables anyone to create digital products and workflows. ApptiveGrid is a visual spreadsheet and database hybrid, api driven and highly integratable.

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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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