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AdvicePay + SmartOffice

AdvicePay + SmartOffice

AdvicePay + SmartOffice integrations

Find or create AdvicePay clients from new SmartOffice contacts

Avoid manually re-entering contact information for your clients. When you add a new contact to SmartOffice, this automation will create a client in AdvicePay (if one doesn't already exist).

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a contact is created in SmartOffice.
    TriggerInstant
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More things you can do with SmartOffice and AdvicePay

Discover other triggers and actions you can use with SmartOffice and AdvicePay

  • SmartOffice triggers, actions, and search
    New Contact

    Triggers when a contact is created in SmartOffice.

    Trigger
    Instant
    Try It
    • Subject
      Required
    • Description
    • Location
    • Keywords
    • Start Time
      Required
    • End Time
      Required
    • Primary Contact E-mail
    • Participant E-mail
    • Type
    • Sub-Type
    • Task
    • All day
    • Priority
    • Status
    • Custom Fields
    Action
    Write
    • Last Name
      Required
    • First Name
    • Middle Name
    • Title
    • Greeting
    • Source
    • Sub-Source
    • Birth Date
    • Preferred Communication
    • Gender
    • Marital Status
    • # of Children
    • E-Mail Type
    • E-Mail
    • Nationality
    • Agent Status
    • Primary Language
    • Tobacco Use
    • Driver License #
    • Driver License State
    • Driver License Expiration Date
    • Salary
    • SS # (Social Security Number)
    • Tax
    • Total Income
    • Net Worth
    • Job Title
    • Occupation
    • Address Type
    • Line 1
    • Line 2
    • City
    • State
    • ZIP/Postal Code
    • Country
    • Phone Type
    • Full Phone Number
    • Contact Type
    • Last Name (Key Relation)
    • First Name (Key Relation)
    • Middle Name (Key Relation)
    • Gender (Key Relation)
    • Marital Status (Key Relation)
    • E-mail Type (Key Relation)
    • E-mail (Key Relation)
    • Line 1 (Key Relation)
    • Line 2 (Key Relation)
    • City (Key Relation)
    • State (Key Relation)
    • Country (Key Relation)
    • ZIP/Postal Code (Key Relation)
    • Phone Type (Key Relation)
    • Full Phone Number (Key Relation)
    • Relationship
    • Set Name
    • Type
    • Sub-Type
    • Custom Fields
    Action
    Write
    • Lead Type
      Required
    • Stage
      Required
    • Status
      Required
    • Campaign Name
    • Last Name
      Required
    • First Name
    • Middle Name
    • Suffix
    • Greeting
    • Title
    • Gender
    • Employer
    • Job Title
    • Source
    • Sub-Source
    • Birth Date
    • Age
    • Tobacco Use
    • Phone Type
    • Full Phone Number
    • E-mail Type
    • E-mail
    • Address Type
    • Line 1
    • Line 2
    • City
    • State
    • ZIP/Postal Code
    • Country
    • Remarks
    • SS#/Tax ID
    • Potential
    • Score
    • Leads Follow-up
    • Language
    • Action
    • Marital Status
    • Occupation
    • Salary
    • Tax
    • Distribution Type
    • Priority
    • Qualified
    • Custom Fields
    Action
    Write
  • SmartOffice triggers, actions, and search
    Update Contact

    Triggers when a contact is updated in SmartOffice.

    Trigger
    Instant
    Try It
    • Business Name
      Required
    • Abbreviation
    • Source
    • Sub-Source
    • E-mail Type
    • E-mail
    • Address Type
    • Line 1
    • Line 2
    • City
    • State
    • ZIP/Postal Code
    • Country
    • Phone Type
    • Full Phone Number
    • Last Name (Primary Contact)
    • First Name (Primary Contact)
    • Middle Name (Primary Contact)
    • E-mail Type (Primary Contact)
    • E-mail (Primary Contact)
    • Line 1 (Primary Contact)
    • Line 2 (Primary Contact)
    • City (Primary Contact)
    • State (Primary Contact)
    • Country (Primary Contact)
    • ZIP/Postal Code (Primary Contact)
    • Phone Type (Primary Contact)
    • Phone (Primary Contact)
    • Role (Primary Contact)
    • Type
    • Sub-Type
    • DBA
    • # of Employees
    • Revenue
    • Established On
    • Tax
    • Fiscal Year
    • Segment
    • SIC
    • County
    • Industry
    • Business Class
    • Income
    Action
    Write
    • Description
      Required
    • Keyword
    • Category
    • Post URL Only
    • URL
    • MIME Type
    • Contact E-mail
    • Private
    • Advice
    Action
    Write
    • Notes
      Required
    • Memo Date
    • Keywords
    • Contact E-mail
      Required
    Action
    Write
advicepay logo
advicepay logo
About AdvicePay
AdvicePay is a tool for fee-for-service financial planners to manage billing, payments, and compliance.
HelpHelp
Related categories
Beta
Commerce
smartoffice logo
smartoffice logo
About SmartOffice
SmartOffice is a CRM solution that helps insurance agents and financial advisors manage and better understand their new and existing clients.
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Related categories
CRM (Customer Relationship Management)
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