Connect CARTO and practifi to Build Intelligent Automations
Choose a Trigger
When this happens...
New Job
Choose an Action
Automatically do this!
- Request a new Action for practifi
Enable Integrations or automations with these events of CARTO and practifi
Enable Integrations or automations with these events of CARTO and practifi
Triggers
New Job
Triggers when new job is created.
Actions
Import Job
Import a job.
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Frequently Asked Questions
To start, connect both your CARTO and practifi accounts to viaSocket. Once connected, you can set up a workflow where an event in CARTO triggers actions in practifi (or vice versa).
Absolutely. You can customize how CARTO 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 CARTO 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 CARTO 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 CARTO
CARTO is a powerful platform for location intelligence and spatial data analysis. It enables users to visualize, analyze, and gain insights from geospatial data, making it an essential tool for businesses and organizations looking to leverage location-based data for decision-making and strategic planning.
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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