Connect AddCal and practifi to Build Intelligent Automations
Enable Integrations or automations with these events of AddCal and practifi
Enable Integrations or automations with these events of AddCal and practifi
Actions
Create Event
Create a calendar event with title, start/end time, location, timezone, and optional RSVP or all-day settings.
Create Calendar
Create a new calendar with a name, timezone, description, optional internal name, and week start
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Frequently Asked Questions
To start, connect both your AddCal and practifi accounts to viaSocket. Once connected, you can set up a workflow where an event in AddCal triggers actions in practifi (or vice versa).
Absolutely. You can customize how AddCal data is recorded in practifi. This includes choosing which data fields go into which fields of practifi, setting up custom formats, and filtering out unwanted information.
The data sync between AddCal and practifi typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between AddCal and practifi. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About AddCal
Addcal is a powerful tool designed to streamline your scheduling and calendar management. It offers seamless integration with various calendar services, making it easy to organize events, set reminders, and manage appointments efficiently.
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About practifi
Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.
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