Connect Memberspot and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Memberspot
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Memberspot and smartoffice
Enable Integrations or automations with these events of Memberspot and smartoffice
Actions
Grant Access
Grants access to a course (when the member is not existing, the member will be created)
Set Offer State
This is a create action that sets offer state.
Set Order State
Sets the state of an offer with a orderId for a user.
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Frequently Asked Questions
To start, connect both your Memberspot and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Memberspot triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Memberspot 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 Memberspot 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 Memberspot 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 Memberspot
Memberspot is a comprehensive platform designed to help businesses and educators create, manage, and deliver online courses and membership content. It offers tools for course creation, user management, and content delivery, making it ideal for educators, trainers, and businesses looking to offer online learning experiences.
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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