Connect APITemplate.io and practifi to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
- Request a new Action for practifi
Enable Integrations or automations with these events of APITemplate.io and practifi
Enable Integrations or automations with these events of APITemplate.io and practifi
Triggers
New Template
Triggers when a new template is created.
Actions
Create Image
Creates an image by using your image template.
Create PDF
Create a PDF by using your template.
List Objects
Lists Generated Images or PDFs.
Create PDF from HTML
Creates a PDF from a HTML.
Create PDF From URL
Create a PDF from a URL.
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Frequently Asked Questions
To start, connect both your APITemplate.io and practifi accounts to viaSocket. Once connected, you can set up a workflow where an event in APITemplate.io triggers actions in practifi (or vice versa).
Absolutely. You can customize how APITemplate.io 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 APITemplate.io 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 APITemplate.io 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 APITemplate.io
apitemplate.io is a cloud-based platform that simplifies the creation of dynamic images through API integration. It allows users to generate images based on customizable templates and data inputs. With robust automation capabilities, it streamlines processes for applications requiring real-time image generation.
Learn MoreAbout 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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