Integrations smartoffice restyaboard
smartoffice + restyaboard

Connect smartoffice and restyaboard to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between smartoffice and restyaboard?

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

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

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

How often does the data sync between smartoffice and restyaboard?

The data sync between smartoffice and restyaboard 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 restyaboard?

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 restyaboard?

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

About restyaboard

Open source. Trello-like kanban board. Based on Restya platform.

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