IntegrationsCisco Webex Meetingpractifi
Cisco Webex Meeting + practifi

Connect Cisco Webex Meeting and practifi to Build Intelligent Automations

Choose a Trigger

Cisco Webex Meeting

When this happens...

Choose an Action

practifi

Automatically do this!

Enable Integrations or automations with these events of Cisco Webex Meeting and practifi

Enable Integrations or automations with these events of Cisco Webex Meeting and practifi

Actions

Get a Meeting

Get a Meeting

Get an existing meeting details by meeting ID

Request a new Action for Cisco Webex Meeting

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Cisco Webex Meeting and practifi?

To start, connect both your Cisco Webex Meeting and practifi accounts to viaSocket. Once connected, you can set up a workflow where an event in Cisco Webex Meeting triggers actions in practifi (or vice versa).

Can we customize how data from Cisco Webex Meeting is recorded in practifi?

Absolutely. You can customize how Cisco Webex Meeting 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.

How often does the data sync between Cisco Webex Meeting and practifi?

The data sync between Cisco Webex Meeting and practifi typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Cisco Webex Meeting to practifi?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Cisco Webex Meeting and practifi?

Yes, you can set conditional logic to control the flow of data between Cisco Webex Meeting 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.

Cisco Webex Meeting

About Cisco Webex Meeting

Cisco Webex Meetings is a video conferencing and online meeting application that allows users to host and attend meetings with audio, video, and screen sharing capabilities.

Learn More
practifi

About practifi

Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.

Learn More