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Create integrations between TrueMail and SmartOffice to automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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 TrueMail 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.

    • Email
      Required
    • Address Info
    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
    • Email
      Required
    • 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
    • Keywords
    • Category
    • Post URL Only
    • URL
    • MIME Type
    • Primary Contact E-mail
    • Private
    • Advice
    Action
    Write
  • 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
    • Business Name
      Required
    • First Name
    • Middle Name
    • Title
    • Greeting
    • Source
    • Sub-Source
    • Birth Date
    • Preferred Communication
    • Gender
    • Marital Status
    • # of Children
    • E-mail Type
    • Email
      Required
    • 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
    • Campaign Name
    • Business 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
    • Email
      Required
    • Address Type
    • Line 1
    • Line 2
    • City
    • State
    • ZIP/Postal Code
    • Country
    • Remarks
    • SS#/Tax ID
    • Potential
    • Score
    • Leads Follow-up
    • Primary Language
    • Action
    • Marital Status
    • Occupation
    • Salary
    • Tax
    • Distribution Type
    • Priority
    • Qualified
    • Custom Fields
    Action
    Write
truemail logo
truemail logo
About TrueMail
TrueMail is an email verification service that helps businesses to improve deliverability.
Help
Related categories
  • Email
smartoffice logo
smartoffice logo
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.
Help
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