Connect docAnalyzer AI and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for docAnalyzer AI
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of docAnalyzer AI and smartoffice
Enable Integrations or automations with these events of docAnalyzer AI and smartoffice
Actions
Find all Documents
Find all Documents
Chat with a Document
Chat with a Document
Find all Labels
Find all Labels
Label based Document Detailing
Label based Document Detailing
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Frequently Asked Questions
To start, connect both your docAnalyzer AI and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in docAnalyzer AI triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how docAnalyzer AI 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.
The data sync between docAnalyzer AI and smartoffice 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 docAnalyzer AI 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.
About docAnalyzer AI
docAnalyzer AI is an advanced tool designed to analyze and process documents using artificial intelligence. It offers features such as document classification, data extraction, and content analysis, making it an essential tool for businesses and individuals looking to streamline their document management processes.
Learn MoreAbout 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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