Connect SMTP and smartoffice to Build Intelligent Automations
Enable Integrations or automations with these events of SMTP and smartoffice
Enable Integrations or automations with these events of SMTP and smartoffice
Actions
Send Email
Send a Message.
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Frequently Asked Questions
To start, connect both your SMTP and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in SMTP triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how SMTP data is recorded in smartoffice. This includes choosing which data fields go into which fields of smartoffice, setting up custom formats, and filtering out unwanted information.
The data sync between SMTP and smartoffice 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 SMTP and smartoffice. 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 SMTP
SMTP (Simple Mail Transfer Protocol) is like a digital postman that sends your emails to the right place on the internet. To use it, you’ll need the SMTP server address (like smtp.gmail.com), port number (587 or 465), and your email login credentials.
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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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