Connect Weekdone and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
New Objective
New Item
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Weekdone and smartoffice
Enable Integrations or automations with these events of Weekdone and smartoffice
Triggers
New Objective
Triggers when a new objective is created in Weekdone.
New Item
Trigger when new item is created.
Actions
Create Objective
Creates a new objective in Weekdone.
Update Objective
Updates an existing objective in Weekdone.
Get All Items
Get all existing items
Create New Item
Create a New Item.
List Objectives
Get all Objectives
Update Item
Update item
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Frequently Asked Questions
To start, connect both your Weekdone and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Weekdone triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Weekdone 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 Weekdone 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 Weekdone 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 Weekdone
Weekdone is a comprehensive team management and productivity tool designed to help teams set goals, track progress, and achieve better results. It offers features like OKR (Objectives and Key Results) tracking, weekly check-ins, and real-time feedback to ensure everyone stays aligned and productive.
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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