Connect Remote Retrieval and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Remote Retrieval
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Remote Retrieval and smartoffice
Enable Integrations or automations with these events of Remote Retrieval and smartoffice
Actions
Find Orders
Get orders matching filters
Create Retrieval Order
Create a retrieval order
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Frequently Asked Questions
To start, connect both your Remote Retrieval and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Remote Retrieval triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Remote Retrieval 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 Remote Retrieval 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 Remote Retrieval 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 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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