Integrationsdocsifypractifi
docsify + practifi

Connect docsify and practifi to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between docsify and practifi?

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

Can we customize how data from docsify is recorded in practifi?

Absolutely. You can customize how docsify 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 docsify and practifi?

The data sync between docsify 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 docsify 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 docsify and practifi?

Yes, you can set conditional logic to control the flow of data between docsify 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.

docsify

About docsify

Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them

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practifi

About 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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