SmartOffice SmartOffice integrations

Use Nekton to connect SmartOffice with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.

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Automate SmartOffice integrations with Nekton

Create automations that integrate SmartOffice with other services

Nekton AI can integrate SmartOffice with many online apps and tools. Here are some popular integrations you can try to automate your SmartOffice workflows:

SmartOffice actions

Nekton can use any feature that is available in SmartOffice API. Using our advanced AI, you can easily create custom automations for SmartOffice. Here are some typical actions you can do in your automated workflows.
Add Business
Adds a Business Contact (e.g., a Company) to SmartOffice
Add Note
Adds a SmartPad Entry to a SmartOffice Contact
Add Contact
Adds an Individual Contact (i.e., a Person) to SmartOffice
New Contact
Triggers when a contact is created in SmartOffice.
Update Contact
Triggers when a contact is updated in 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.