Connect viaSocket Table and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
New Records Created
New or Updated Records
Selected Column Value Changes
New Row Created
Record Updated
Record Deleted
Choose an Action
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- Request a new Action for smartoffice
Enable Integrations or automations with these events of viaSocket Table and smartoffice
Enable Integrations or automations with these events of viaSocket Table and smartoffice
Triggers
New Records Created
Runs when new rows are added to the selected table within the past N minutes.
New or Updated Records
Runs when records in the selected table are created or updated within the last specified minutes (default 15).
Selected Column Value Changes
Runs when selected column value changes
New Row Created
Runs when new row is added to your table
Record Updated
Runs when an existing record is updated in your table.
Record Deleted
Runs when an existing record is deleted in your table.
Actions
Create Row
Add a new row to the selected table using the provided fields and optional attachments.
Update Table Row
Update fields on a specific table row.
Delete Records
Remove one or more rows from the selected table using comma-separated row IDs.
Find Table Records
Return rows from a selected table — filter, limit, sort, and choose which fields to show.
Get all Columns
Retrieves a list of all columns from a specified table.
Get all rows from a table
Retrieve every row from the selected table.
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Frequently Asked Questions
To start, connect both your viaSocket Table and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket Table triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how viaSocket Table 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 viaSocket Table 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 viaSocket Table 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 viaSocket Table
Dbdash is a comprehensive dashboard application designed to provide insights and analytics for your database. It enables users to visualize data and track key performance indicators effectively.
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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