Connect Pinata and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
New Public File
New Public Group
New Private File
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Pinata and smartoffice
Enable Integrations or automations with these events of Pinata and smartoffice
Triggers
New Public File
Trigger When a New Public File is uploaded .
New Public Group
Triggers when a New Public Group created.
New Private File
Trigger When a New Private File is uploaded .
Actions
Create Group
Creates a grpoup in your Pinata account.
Search Groups
Search groups based on Filter.
Update Group
Updates an existing Group.
Update Files
Update an existing file.
Search Files
Search Files based on filters.
Add File to group
Attach a file to a specific group.
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Frequently Asked Questions
To start, connect both your Pinata and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Pinata triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Pinata 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 Pinata 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 Pinata 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 Pinata
Pinata is a cloud-based platform that simplifies the process of uploading and managing files on the IPFS (InterPlanetary File System) network. It offers secure, decentralized storage solutions with seamless API integration, making it ideal for developers, content creators, and businesses managing large amounts of data.
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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