Connect Thanks.io and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Thanks.io
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Thanks.io and smartoffice
Enable Integrations or automations with these events of Thanks.io and smartoffice
Actions
Delete Recipient
Deletes a Recipient from Mailing List.
Add Recipient
Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted. If no/invalid address is specified and a valid email address is, we'll attempt to look up a valid street address using the email address for a fee.
Create Sub Account
Create Sub Account in thanks.io.
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Frequently Asked Questions
To start, connect both your Thanks.io and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Thanks.io triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Thanks.io 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 Thanks.io 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 Thanks.io 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 Thanks.io
Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.
Learn MoreAbout 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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