Connect Height and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Task Updated
Task Deleted
New Activity
Activity Updated
Activity Deleted
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Height and smartoffice
Enable Integrations or automations with these events of Height and smartoffice
Triggers
New Task
Triggers when a new task is created.
Task Updated
Triggers when a new task is updated.
Task Deleted
Triggers when task is deleted.
New Activity
Triggers when a new activity is created.
Activity Updated
Triggers when a activity is updated.
Activity Deleted
Triggers when a activity is deleted.
Actions
Get Task
Get a task detail by Id.
Create Task
Creates a task in your workspace.
Search Tasks
Search tasks through with a text query.
Create Message
Creates a message associated with a task.
Create List
Creates a list.
List all Lists
Retrieves the details of all lists
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Frequently Asked Questions
To start, connect both your Height and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Height triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Height 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 Height 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 Height 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 Height
Height is a versatile project management tool designed to streamline team collaboration and task management. It offers features such as task tracking, real-time collaboration, and customizable workflows to enhance productivity and efficiency in project execution.
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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