Connect Templated and smartoffice to Build Intelligent Automations
Enable Integrations or automations with these events of Templated and smartoffice
Enable Integrations or automations with these events of Templated and smartoffice
Triggers
New Template Created
Runs when New Template Created
Actions
Create Render
Creates a new image with Templated
Merge Renders
Merge multiple renders into a single output
List Templates
List all templates in your account
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Frequently Asked Questions
To start, connect both your Templated and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Templated triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Templated 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 Templated 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 Templated 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 Templated
Templated offers a wide range of customizable website templates to help you build stunning websites with ease. Perfect for designers, developers, and businesses looking to create a professional online presence.
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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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