Integrations smartoffice platformly
smartoffice + platformly

Connect smartoffice and platformly to Build Intelligent Automations

Choose a Trigger

smartoffice

When this happens...

Choose an Action

platformly

Automatically do this!

Integrate smartoffice with your favorite apps

The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.

If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between smartoffice and platformly?

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

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

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

How often does the data sync between smartoffice and platformly?

The data sync between smartoffice and platformly 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 platformly?

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 platformly?

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

Learn More
platformly

About platformly

Platformly is your marketing automation platform that empowers you to engage your audience at every step of their journey.

Learn More