Connect PostgreSQL and practifi to Build Intelligent Automations
Choose a Trigger
When this happens...
Postgresql (mutiple table)
Choose an Action
Automatically do this!
- Request a new Action for practifi
Enable Integrations or automations with these events of PostgreSQL and practifi
Enable Integrations or automations with these events of PostgreSQL and practifi
Triggers
Postgresql (mutiple table)
Get all the data, which was updated in last 15 min, from all the table provided.
Actions
Execute a Query (advanced)
You can select, create, update or delete row(s) of table via custom SQL query.
Insert row
Adds a new row into the table.
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Frequently Asked Questions
To start, connect both your PostgreSQL and practifi accounts to viaSocket. Once connected, you can set up a workflow where an event in PostgreSQL triggers actions in practifi (or vice versa).
Absolutely. You can customize how PostgreSQL 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 PostgreSQL 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 PostgreSQL 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 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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