Connect Fatoora and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Fatoora
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Fatoora and smartoffice
Enable Integrations or automations with these events of Fatoora and smartoffice
Actions
Create Client
Creates a new client in Fatoora.
Delete Client
Permanently remove a client from Fatoora using their client ID.
Update Client
Updates an existing client's details in Fatoora.
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Frequently Asked Questions
To start, connect both your Fatoora and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Fatoora triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Fatoora 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 Fatoora 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 Fatoora 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 Fatoora
Fatoora is a comprehensive invoicing and billing platform designed to simplify financial management for businesses. It offers features for creating, sending, and tracking invoices, ensuring efficient payment processing and financial reporting.
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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