Connect smartoffice and Elasticsearch to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for smartoffice
Choose an Action
Automatically do this!
Create Document
Create Document ( without selecting index)
Bulk Add Documents to an index
Delete Index
Create Index
Search (Fuzzy search)
Update Document
Bulk update documents
Bulk delete documents
Bulk Add Documents With Document Id
Enable Integrations or automations with these events of smartoffice and Elasticsearch
Enable Integrations or automations with these events of smartoffice and Elasticsearch
Actions
Create Document
create a doc
Create Document ( without selecting index)
index name is inside the document
Bulk Add Documents to an index
add many documents in one go
Delete Index
delete an index
Create Index
create an index
Search (Fuzzy search)
fuzzy search
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your smartoffice and Elasticsearch accounts to viaSocket. Once connected, you can set up a workflow where an event in smartoffice triggers actions in Elasticsearch (or vice versa).
Absolutely. You can customize how smartoffice data is recorded in Elasticsearch. This includes choosing which data fields go into which fields of Elasticsearch, setting up custom formats, and filtering out unwanted information.
The data sync between smartoffice and Elasticsearch 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 smartoffice and Elasticsearch. 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.
Learn MoreAbout Elasticsearch
Elasticsearch is a powerful, open-source search and analytics engine built on Apache Lucene. It is designed for horizontal scalability, real-time search, and support for multi-tenant environments.
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