IntegrationsRobollysmartoffice
Robolly + smartoffice

Connect Robolly and smartoffice to Build Intelligent Automations

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smartoffice

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Frequently Asked Questions

How do I start an integration between Robolly and smartoffice?

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

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

Absolutely. You can customize how Robolly 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 Robolly and smartoffice?

The data sync between Robolly 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 Robolly 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 Robolly and smartoffice?

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

Robolly

About Robolly

Robolly is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers a suite of AI-driven tools designed to automate tasks, improve decision-making, and optimize business processes.

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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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