Connect smartoffice and revio to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between smartoffice and revio?

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

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

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

How often does the data sync between smartoffice and revio?

The data sync between smartoffice and revio 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 revio?

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 revio?

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

About revio

Rev.io is an IoT billing platform with the tools needed to accurately manage billing from quote-to-cash. Save time by leveraging existing integrations with your applications and processes, so you can focus on long-term growth.

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