Connect smartoffice and reteach to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for smartoffice
Choose an Action
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- Request a new Action for reteach
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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Frequently Asked Questions
To start, connect both your smartoffice and reteach accounts to viaSocket. Once connected, you can set up a workflow where an event in smartoffice triggers actions in reteach (or vice versa).
Absolutely. You can customize how smartoffice data is recorded in reteach. This includes choosing which data fields go into which fields of reteach, setting up custom formats, and filtering out unwanted information.
The data sync between smartoffice and reteach 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 reteach. 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 reteach
reteach is a training platform within the SME Market for managing corporate learning, onboarding, and product training.
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