Connect innoChat and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for innoChat
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of innoChat and smartoffice
Enable Integrations or automations with these events of innoChat and smartoffice
Actions
Send Message
Send a text message to a chosen InnoChat session and receive the chatbot's reply.
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Frequently Asked Questions
To start, connect both your innoChat and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in innoChat triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how innoChat 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 innoChat 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 innoChat 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 innoChat
INNOCHAT is a dynamic platform designed to enhance team communication and collaboration. It offers seamless messaging, file sharing, and project management features to streamline workflows and boost productivity.
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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