Connect GenPage and smartoffice to Build Intelligent Automations
Enable Integrations or automations with these events of GenPage and smartoffice
Enable Integrations or automations with these events of GenPage and smartoffice
Actions
Create or Update Lead
Creates or update a lead in GenPage App.
Search Lead
Fetch lead from GenPage based on filters like job_id
Get Lead Status
This is used to check the status of a GenPage lead processing job (AI analysis, enrichment, scraping, etc.) using job_id.
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Frequently Asked Questions
To start, connect both your GenPage and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in GenPage triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how GenPage 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 GenPage 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 GenPage 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 GenPage
GenPage is an AI-powered platform designed to streamline the creation and management of web pages, offering intuitive tools for seamless design and deployment.
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About 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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