SmartOffice Integrations
Put SmartOffice to work with AI and enterprise-grade automation
Automate smarter with SmartOffice and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Constant Contact
Email Newsletters
HubSpot
Marketing Automation
Jotform
Forms & Surveys
Gravity Forms
Forms & Surveys, WordPress
Facebook Lead Ads (for Business admins)
Ads & Conversion
Dialpad
Phone & SMS
Google Contacts
Contact Management, Google
ActiveCampaign
Marketing Automation
Ninja Forms
Forms & Surveys, WordPress
Constant Contact
Email Newsletters
HubSpot
Marketing Automation
Jotform
Forms & Surveys
Gravity Forms
Forms & Surveys, WordPress
Facebook Lead Ads (for Business admins)
Ads & Conversion
Dialpad
Phone & SMS
Constant Contact
Email Newsletters
HubSpot
Marketing Automation
Jotform
Forms & Surveys
Gravity Forms
Forms & Surveys, WordPress
Facebook Lead Ads (for Business admins)
Ads & Conversion
Dialpad
Phone & SMS
Google Contacts
Contact Management, Google
ActiveCampaign
Marketing Automation
Ninja Forms
Forms & Surveys, WordPress
Join millions worldwide who automate their work using Zapier
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.
- New Contact
Triggers when a contact is created in SmartOffice.
Try ItTriggerInstant - 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
ActionWrite- 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
ActionWrite- 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
ActionWrite
- Update Contact
Triggers when a contact is updated in SmartOffice.
Try ItTriggerInstant - Business NameRequired
- 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
ActionWrite- DescriptionRequired
- Keyword
- Category
- Post URL Only
- URL
- MIME Type
- Contact E-mail
- Private
- Advice
ActionWrite- NotesRequired
- Memo Date
- Keywords
- Contact E-mailRequired
ActionWrite
For builders
Let your AI safely access SmartOffice
Go beyond Zap workflows. Install Zapier in your AI to call SmartOffice actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in SmartOffice from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose SmartOffice actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a SmartOffice connection @ https://zapier.com/fr/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "smartoffice", owner: "me" });
await zapier.runAction({
app: 'smartoffice',
action: 'add_activity',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
SmartOffice Help & Support
Common questions
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
Popular SmartOffice Integrations
- Facebook Lead Ads (for Business admins)
- Dialpad
- Google Contacts
- ActiveCampaign
- Ninja Forms
- Microsoft Outlook
- Salesforce
- Paths by Zapier
- LeadConnector
- Email Parser by Zapier
- Microsoft OneNote
- Seamless
- Badger Maps
- Email by Zapier
- Delay by Zapier
- ClickUp
- PandaDoc
- Docusign
- Mailchimp
- Calendly
- Instapage
- PhoneBurner
- Google Drive
- Google Forms
- Trello