Connect Monetizze and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Monetizze
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Monetizze and smartoffice
Enable Integrations or automations with these events of Monetizze and smartoffice
Actions
Search Transactions
Get all transactions, filtering by product, sales code (transaction), sale start date, completion date, status, payment method with the possibility of paginating the results.
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Frequently Asked Questions
To start, connect both your Monetizze and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Monetizze triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Monetizze 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 Monetizze 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 Monetizze 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 Monetizze
Monetizze is a versatile payment platform that also integrates affiliate marketing. It allows users to become either product creators or affiliates, enabling the sale of digital and physical products. With Monetizze, you can manage your payments, subscriptions, and affiliate relationships in one place, making it ideal for businesses looking to sell info products, physical items, or run affiliate programs.
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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