Connect GrowForm and smartoffice to Build Intelligent Automations
Enable Integrations or automations with these events of GrowForm and smartoffice
Enable Integrations or automations with these events of GrowForm and smartoffice
Triggers
New Form Submission
runs when New Form Submission
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Frequently Asked Questions
To start, connect both your GrowForm and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in GrowForm triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how GrowForm 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 GrowForm 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 GrowForm 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 GrowForm
Growform is a form builder that gets you more leads. Build beautiful forms that look great on desktop and mobile devices.
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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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