Connect smartoffice and Reviio Reviews to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for smartoffice
Choose an Action
Automatically do this!
- Request a new Action for Reviio Reviews
Integrate smartoffice with your favorite apps
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This process may take 15 to 30 days.
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Frequently Asked Questions
To start, connect both your smartoffice and Reviio Reviews accounts to viaSocket. Once connected, you can set up a workflow where an event in smartoffice triggers actions in Reviio Reviews (or vice versa).
Absolutely. You can customize how smartoffice data is recorded in Reviio Reviews. This includes choosing which data fields go into which fields of Reviio Reviews, setting up custom formats, and filtering out unwanted information.
The data sync between smartoffice and Reviio Reviews 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 Reviio Reviews. 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 Reviio Reviews
Revi is an online review system that helps companies of all sizes collect and showcase reviews from their customers.
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