Connect Teamhood and smartoffice to Build Intelligent Automations
Enable Integrations or automations with these events of Teamhood and smartoffice
Enable Integrations or automations with these events of Teamhood and smartoffice
Actions
Complete Item
Complete an Items
Create a Item
Creates an existing Items
Create Board Row
Create a new row in the board in the Teamhood.
Create Board
Create a new board on Teamhood.
Delete Item
Deletes an existing Items.
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Frequently Asked Questions
To start, connect both your Teamhood and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamhood triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Teamhood 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 Teamhood 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 Teamhood 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 Teamhood
Teamhood is a collaborative project management tool designed to enhance team productivity and streamline workflows. It offers features such as task management, time tracking, and visual project planning to help teams efficiently manage their projects and tasks.
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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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