Connect practifi and AirOps to Build Intelligent Automations

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practifi

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AirOps

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Enable Integrations or automations with these events of practifi and AirOps

Enable Integrations or automations with these events of practifi and AirOps

Actions

Retrieve all apps

Retrieve all apps

Retrieve all apps in your account

Retrieve an App

Retrieve an App

Retrieve detail of an app by it's ID

Retrieve an execution

Retrieve an execution

Retrieve an Execution by it's ID

Retrieve all executions

Retrieve all executions

Retrieve all executions up till now

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Frequently Asked Questions

How do I start an integration between practifi and AirOps?

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

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

Absolutely. You can customize how practifi data is recorded in AirOps. This includes choosing which data fields go into which fields of AirOps, setting up custom formats, and filtering out unwanted information.

How often does the data sync between practifi and AirOps?

The data sync between practifi and AirOps 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 practifi to AirOps?

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 practifi and AirOps?

Yes, you can set conditional logic to control the flow of data between practifi and AirOps. 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.

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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AirOps

About AirOps

AirOps lets you build and scale powered AI Workflows and Agents starting from templates for a range of use cases including Long-form content generation, Document reformatting, Real-time performant APIs and more.

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