IntegrationsGeekbotpractifi
Geekbot + practifi

Connect Geekbot and practifi to Build Intelligent Automations

Choose a Trigger

Geekbot

When this happens...

Choose an Action

practifi

Automatically do this!

Enable Integrations or automations with these events of Geekbot and practifi

Enable Integrations or automations with these events of Geekbot and practifi

Actions

List  Standup

List Standup

Get list of Standup.

Start Standup

Start Standup

Initiate a standup. Standup will start only for the users included.

List Team

List Team

List teams.

List Report

List Report

Get list of Report .

Request a new Action for Geekbot

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 Geekbot and practifi?

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

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

Absolutely. You can customize how Geekbot 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 Geekbot and practifi?

The data sync between Geekbot 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 Geekbot 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 Geekbot and practifi?

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

Geekbot

About Geekbot

Geekbot runs asynchronous standups, retrospectives, and surveys — enabling easy, effective, and transparent collaboration across time zones

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