Connect Featurebase and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
New Post
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Featurebase and smartoffice
Enable Integrations or automations with these events of Featurebase and smartoffice
Triggers
New Post
Triggers when a new post is created on your feedback board.
Actions
Create Post
Create a post in feature base
Update feedback status
Set the status of a feedback post
Add voter to post
Add a voter to a post
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Frequently Asked Questions
To start, connect both your Featurebase and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Featurebase triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Featurebase 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 Featurebase 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 Featurebase 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 Featurebase
Featurebase is a feedback management tool that helps you prioritize user feedback and make correct product decisions.
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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