Connect smartoffice and rzilient to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between smartoffice and rzilient?

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

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

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

How often does the data sync between smartoffice and rzilient?

The data sync between smartoffice and rzilient 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 rzilient?

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 rzilient?

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

About rzilient

Rzilient is an outsourcing solution that simplifies and optimizes IT asset management for SMEs through IoT technology and telemetry systems.

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