IntegrationsVoucherifysmartoffice
Voucherify + smartoffice

Connect Voucherify and smartoffice to Build Intelligent Automations

Choose a Trigger

Voucherify

When this happens...

Choose an Action

smartoffice

Automatically do this!

Enable Integrations or automations with these events of Voucherify and smartoffice

Enable Integrations or automations with these events of Voucherify and smartoffice

Triggers

Voucher Created

Voucher Created

Trigger when a new voucher is created.

Request a new Trigger for Voucherify

Actions

Create Category

Create Category

Create category with a specific name and hierarchy.

Create Segment

Create Segment

Create a customer segment.

Update Reward

Update Reward

Update the details of a reward.

Update Customer

Update Customer

Update an existing customer.

Request a new Action for Voucherify

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Frequently Asked Questions

How do I start an integration between Voucherify and smartoffice?

To start, connect both your Voucherify and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Voucherify triggers actions in smartoffice (or vice versa).

Can we customize how data from Voucherify is recorded in smartoffice?

Absolutely. You can customize how Voucherify 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.

How often does the data sync between Voucherify and smartoffice?

The data sync between Voucherify and smartoffice typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Voucherify to smartoffice?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Voucherify and smartoffice?

Yes, you can set conditional logic to control the flow of data between Voucherify 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.

Voucherify

About Voucherify

Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.

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smartoffice

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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