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Create integrations between Ninja Forms and SmartOffice to automate any workflow

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect Ninja Forms and SmartOffice to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • SmartOffice triggers, actions, and search

    New Contact

    Triggers when a contact is created in SmartOffice.

    Trigger
    Instant
    Try It
    • SubjectRequired

    • Description

    • Location

    • Keywords

    • Start TimeRequired

    • End TimeRequired

    • Primary Contact E-mail

    • Participant E-mail

    • Type

    • Sub-Type

    • Task

    • All day

    • Priority

    • Status

    • Custom Fields

    Action
    Write
    • Last NameRequired

    • 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 TypeRequired

    • StageRequired

    • StatusRequired

    • Campaign Name

    • Last NameRequired

    • 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
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About Ninja Forms

Ninja Forms is the easiest and most flexible WordPress Form builder.
Learn moreHelp

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  • WordPress

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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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