Connect Folderit and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Folderit
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Folderit and smartoffice
Enable Integrations or automations with these events of Folderit and smartoffice
Actions
Create an Account
Create a new account.
Update Account Information
Update the details of an existing account.
Delete an Account
Delete a specific account.
Create a Group
Create a new group under the account.
Update Group Name
Update the name of a group under the account.
Delete a Group
Delete a group from the account.
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Frequently Asked Questions
To start, connect both your Folderit and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Folderit triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Folderit 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 Folderit 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 Folderit 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 Folderit
Folderit is a cloud-based document management system designed to help businesses and individuals securely store, manage, and share their documents online. It offers features such as document versioning, metadata tagging, approval workflows, and secure sharing options, making it an ideal solution for organizations 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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