Connect Writer and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Writer
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Writer and smartoffice
Enable Integrations or automations with these events of Writer and smartoffice
Actions
Text Generation
Sends a prompt to Writer and generate a completion.
List applications
List a paginated list of no-code agents (formerly called no-code applications) .
List Model
List all model .
List File
List all files
List Graph
List all graph
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Frequently Asked Questions
To start, connect both your Writer and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Writer triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Writer 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 Writer 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 Writer 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 Writer
Writer is a generative AI platform built for the needs of companies and teams.
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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