Connect smartoffice and retriever to Build Intelligent Automations

Choose a Trigger

smartoffice

When this happens...

Choose an Action

retriever

Automatically do this!

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 retriever?

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

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

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

How often does the data sync between smartoffice and retriever?

The data sync between smartoffice and retriever 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 retriever?

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 retriever?

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

About retriever

Retriever facilitates laptop and monitor returns for companies with remote employees.

Learn More