Connect realeflow and smartoffice to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between realeflow and smartoffice?

To start, connect both your realeflow and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in realeflow triggers actions in smartoffice (or vice versa).

Can we customize how data from realeflow is recorded in smartoffice?

Absolutely. You can customize how realeflow 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.

How often does the data sync between realeflow and smartoffice?

The data sync between realeflow and smartoffice typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from realeflow to smartoffice?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between realeflow and smartoffice?

Yes, you can set conditional logic to control the flow of data between realeflow 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.

realeflow

About realeflow

Realeflow is a real estate investor CRM + marketing automation tools, all-in-one platform.

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smartoffice

About 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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