Connect Desk-Net and practifi to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Desk-Net
Choose an Action
Automatically do this!
- Request a new Action for practifi
Enable Integrations or automations with these events of Desk-Net and practifi
Enable Integrations or automations with these events of Desk-Net and practifi
Actions
Get all Users
Get list of all users within the organization.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Desk-Net and practifi accounts to viaSocket. Once connected, you can set up a workflow where an event in Desk-Net triggers actions in practifi (or vice versa).
Absolutely. You can customize how Desk-Net 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 Desk-Net 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 Desk-Net 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 Desk-Net
Desk-Net is a comprehensive editorial management tool designed to streamline the planning, coordination, and execution of content across various media platforms. It offers features such as task management, calendar scheduling, and team collaboration to enhance productivity and ensure timely delivery of content.
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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