Connect Trint and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
New Transcript
Verified Transcript
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Trint and smartoffice
Enable Integrations or automations with these events of Trint and smartoffice
Triggers
New Transcript
Triggers when new transcript is ready.
Verified Transcript
Triggers when transcript is fully editor approved(verified).
Actions
Create Folder
Creates a new folder in the Trint account to organize files.
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Frequently Asked Questions
To start, connect both your Trint and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Trint triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Trint 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 Trint 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 Trint 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 Trint
Automate transcription and content management workflows with Trint, leveraging advanced speech-to-text technology to convert audio and video files into searchable, editable text.
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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