SmartOffice Workflow System
SmartOffice's workflow platform save you time every day by automating and optimizing repetitive, time-consuming tasks.
Eliminate forgotten steps and human error.
Bring consistency to complex processes.
Free up bandwidth to do more for your clients.
For an introduction to the workflow system, watch the overview (right). To see the system in action, take a look at the example case sets below.
Defining a Trigger
A Step-by-Step Tutorial for creating a workflow trigger that will automatically set the Sub-Type to A-Clients on Contacts with over $500,000 assets under management.
Updates to records in SmartOffice can trigger webservice calls to outside systems, like Velocify.
When a Contact is added to a SmartOffice Set, a Lead is created in Velocify for a Campaign that matches the Set Name.
When SmartPad notes are created in SmartOffice, they are copied to the Lead in Velocify.
When Contact fields are updates, the data is synchronized to the Lead in Velocify.
Case Set #1
Copy case notes to opportunity notes.
Sync case FYC with opportunity potential revenue.
Create a case when an opportunity stage is updated.
Update an opportunity stage when a case is created.
Case Set #2
Add an Agency party to a new VUL case.
Select the Policy Collateral Assigned option when a collateral assignee is added to a case.
Select the Policy Rated option when the insured is rated.
Create a follow-up activity for temporary ratings.
Create a Review Allocation activity when a VUL case goes inforce.
Change a contact's type from Prospect to Client when a sale is made.
Update the policy value as-of date when the gross cash value is updated.
Case Set #3
Prompt for activity creation when a case goes inforce.
Customize the page layout of new activities to optimize task completion.