Connect smartoffice and ventipay to Build Intelligent Automations

Choose a Trigger

smartoffice

When this happens...

Choose an Action

ventipay

Automatically do this!

Integrate smartoffice with your favorite apps

The app you are looking for is in beta, and we are awaiting verification from the app builders
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.

Explore more automations built by businesses and experts

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 ventipay?

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

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

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

How often does the data sync between smartoffice and ventipay?

The data sync between smartoffice and ventipay 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 ventipay?

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 ventipay?

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

About ventipay

VentiPay is a payment platform that accepts online and physical payments via debit, prepaid, and credit cards, and handles subscriptions.

Learn More