Connect smartoffice and PixieBrix to Build Intelligent Automations

Choose a Trigger

smartoffice

When this happens...

Choose an Action

PixieBrix

Automatically do this!

Enable Integrations or automations with these events of smartoffice and PixieBrix

Enable Integrations or automations with these events of smartoffice and PixieBrix

Triggers

Create Database Trigger

Create Database Trigger

Triggers when the new database created.

Request a new Trigger for smartoffice

Actions

Create Database

Create Database

Create a new PixieBrix database

Get All Databases

Get All Databases

Retrieve all the databases.

List Team Memberships

List Team Memberships

Retrieve all the team memberships.

Request a new Action for smartoffice

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Frequently Asked Questions

How do I start an integration between smartoffice and PixieBrix?

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

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

Absolutely. You can customize how smartoffice data is recorded in PixieBrix. This includes choosing which data fields go into which fields of PixieBrix, setting up custom formats, and filtering out unwanted information.

How often does the data sync between smartoffice and PixieBrix?

The data sync between smartoffice and PixieBrix 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 smartoffice to PixieBrix?

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 smartoffice and PixieBrix?

Yes, you can set conditional logic to control the flow of data between smartoffice and PixieBrix. 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.

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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PixieBrix

About PixieBrix

PixieBrix is a browser extension anyone can use to customize websites and SaaS to fit the way they work.

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