Connect Fibery and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
New Entity
Entity Updated
New User
Entity Updated or Created
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Fibery and smartoffice
Enable Integrations or automations with these events of Fibery and smartoffice
Triggers
New Entity
Triggered when a new entity is created in a specified Fibery app.
Entity Updated
Triggered when an existing entity is updated in a specified Fibery app.
New User
Triggers when a new user is created in the system
Entity Updated or Created
Triggered when an existing entity is updated or created in a specified Fibery app.
Actions
Create Entity
Creates a new entity in a specified Fibery app.
Update Entity
Updates an existing entity in a specified Fibery app.
Delete Entity
Deletes an existing entity in a specified Fibery app.
List Type
Retrieves and lists all available types in the Fibery database.
Get Fields from Type
Fetches all fields associated with a specific entity type in Fibery.
List Reference
Retrieves a list of all references from the Fibery database with their IDs and names.
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Frequently Asked Questions
To start, connect both your Fibery and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Fibery triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Fibery 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 Fibery 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 Fibery 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 Fibery
Fibery is a flexible work management platform that helps teams to organize, collaborate, and innovate. It combines project management, knowledge base, and database functionalities into a single, customizable workspace.
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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