Connect Ecologi and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Ecologi
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Ecologi and smartoffice
Enable Integrations or automations with these events of Ecologi and smartoffice
Actions
Get all Trees
Get total no of trees user has funded
Get CO2 avoided
Get total number of tonnes of emissions user has avoided
Get all Impact
Get total no of trees funded and total tonnes of CO2 avoided
Purchase Trees
Purchase some trees
Purchase Carbon avoidance
Purchase 1 or more kilogram of carbon avoidance credits per request
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Frequently Asked Questions
To start, connect both your Ecologi and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Ecologi triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Ecologi 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 Ecologi 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 Ecologi 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 Ecologi
Ecology provides a platform for tracking environmental changes and promoting sustainable practices. It offers tools for data collection, analysis, and sharing to enhance ecological research and public awareness.
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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