Connect futurevault and practifi to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between futurevault and practifi?

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

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

Absolutely. You can customize how futurevault 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 futurevault and practifi?

The data sync between futurevault 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 futurevault 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 futurevault and practifi?

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

futurevault

About futurevault

FutureVault is an industry leader of Digital Vault solutions built for modern firms, professionals, and their clients.

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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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