Connect Hex and practifi to Build Intelligent Automations
Enable Integrations or automations with these events of Hex and practifi
Enable Integrations or automations with these events of Hex and practifi
Actions
Create Collection
Create a collection with a name, optional description, and sharing settings for users, groups, or workspace members.
Create Group
Create a new group and add selected users as members.
List Groups
Retrieve all groups in your Hex workspace.
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Frequently Asked Questions
To start, connect both your Hex and practifi accounts to viaSocket. Once connected, you can set up a workflow where an event in Hex triggers actions in practifi (or vice versa).
Absolutely. You can customize how Hex 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 Hex 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 Hex 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 Hex
Hex is a cutting-edge platform designed for tech enthusiasts and professionals, offering innovative solutions and tools to enhance your technological projects and workflows.
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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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