Connect UserEcho and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
New Topic
New Comment
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of UserEcho and smartoffice
Enable Integrations or automations with these events of UserEcho and smartoffice
Triggers
New Topic
Triggers when a new topic is created in a UserEcho forum.
New Comment
Triggers when a new comment is posted in UserEcho.
Actions
Create a Forum
Create a new forum
Create a Topic
Create a new topic by forum id
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Frequently Asked Questions
To start, connect both your UserEcho and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in UserEcho triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how UserEcho 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 UserEcho 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 UserEcho 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 UserEcho
Integrate with UserEcho to manage customer feedback, support tickets, and community interactions seamlessly.
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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