How to Integrate SmartOffice with Zeplyn

🔧 Setting Up the Integration

SmartOffice integration is enabled through admin configuration.

To enable it:

Contact Zeplyn Support or your Customer Success Manager to activate the integration for your firm.
Once enabled, SmartOffice will appear under Settings → Integrations.

Once your integration is active:

4. From the dropdown, choose the SmartOffice Contact or Business you want to sync the note to.

5. Select the Activity Type you want to create in SmartOffice:

6. Toggle the attributes you’d like to sync, then click Confirm to complete.

⚠️ Important: Once a note is synced to SmartOffice, it cannot be edited in Zeplyn.

Once synced, your records appear under the Calendar in SmartOffice, linked to the selected Contact or Business:

Notes → Logged as SmartPads under the contact record.
Tasks / Activities → Logged as Activities of the chosen type (e.g., To-Do, Call, Meeting, Appointment, Email, Project). Each includes the subject, description, and due date.

Contacts: Retrieved as Clients in Zeplyn (Contact or Business records). Archived records are skipped.
Activities:
- Retrieval of activities (e.g., Notes as SmartPads, Calls, Meetings, To-Dos via Activities) will be implemented once SmartOffice product requirements are finalized.

When you sync a note, Zeplyn maps your selected activity type to SmartOffice’s predefined codes:

The SmartOffice integration allows you to:

Sync meeting notes and follow-up activities directly into SmartOffice
Choose the appropriate activity type for each synced record
Keep all SmartPads and Activities linked to the correct Contact or Business record

For additional questions, please reach out to support@zeplyn.ai.