IntegrationsGetformpractifi
Getform + practifi

Connect Getform and practifi to Build Intelligent Automations

Choose a Trigger

Getform

When this happens...

Choose an Action

practifi

Automatically do this!

Enable Integrations or automations with these events of Getform and practifi

Enable Integrations or automations with these events of Getform and practifi

Triggers

New form submission

New form submission

Trigger when New form submission

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Frequently Asked Questions

How do I start an integration between Getform and practifi?

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

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

Absolutely. You can customize how Getform 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 Getform and practifi?

The data sync between Getform 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 Getform 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 Getform and practifi?

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

Getform

About Getform

Getform is a form backend management tool that lets you handle your web forms & submissions easily

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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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