Connect smartoffice and Referral Rock to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for smartoffice
Choose an Action
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- Request a new Action for Referral Rock
Integrate smartoffice with your favorite apps
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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.
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your smartoffice and Referral Rock accounts to viaSocket. Once connected, you can set up a workflow where an event in smartoffice triggers actions in Referral Rock (or vice versa).
Absolutely. You can customize how smartoffice data is recorded in Referral Rock. This includes choosing which data fields go into which fields of Referral Rock, setting up custom formats, and filtering out unwanted information.
The data sync between smartoffice and Referral Rock 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 Referral Rock. 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 Referral Rock
Referral Rock helps businesses to design, track and manage referral programs.
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