Connect Buddy and practifi to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Buddy
Choose an Action
Automatically do this!
- Request a new Action for practifi
Enable Integrations or automations with these events of Buddy and practifi
Enable Integrations or automations with these events of Buddy and practifi
Actions
User Info
Get the current logged in user info.
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Frequently Asked Questions
To start, connect both your Buddy and practifi accounts to viaSocket. Once connected, you can set up a workflow where an event in Buddy triggers actions in practifi (or vice versa).
Absolutely. You can customize how Buddy 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 Buddy 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 Buddy 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 Buddy
Buddy is a smart CI/CD tool for web developers designed to lower the entry threshold to DevOps. It offers a user-friendly interface and powerful automation features to streamline the deployment process.
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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