Integrations Gravity Forms smartoffice
Gravity Forms + smartoffice

Connect Gravity Forms and smartoffice to Build Intelligent Automations

Choose a Trigger

Gravity Forms

When this happens...

Choose an Action

smartoffice

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Enable Integrations or automations with these events of Gravity Forms and smartoffice

Enable Integrations or automations with these events of Gravity Forms and smartoffice

Triggers

New Form Submission

New Form Submission

Triggered when a new form is submitted in Gravity Forms.

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Frequently Asked Questions

How do I start an integration between Gravity Forms and smartoffice?

To start, connect both your Gravity Forms and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Gravity Forms triggers actions in smartoffice (or vice versa).

Can we customize how data from Gravity Forms is recorded in smartoffice?

Absolutely. You can customize how Gravity Forms 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.

How often does the data sync between Gravity Forms and smartoffice?

The data sync between Gravity Forms and smartoffice typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Gravity Forms to smartoffice?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Gravity Forms and smartoffice?

Yes, you can set conditional logic to control the flow of data between Gravity Forms 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.

Gravity Forms

About Gravity Forms

Gravity Forms is a powerful and flexible WordPress plugin that allows users to create custom forms for their websites. It offers a wide range of features including conditional logic, file uploads, and multi-page forms, making it ideal for collecting information, conducting surveys, and managing user registrations.

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smartoffice

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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