IntegrationspractifiAsync Interview
practifi + Async Interview

Connect practifi and Async Interview to Build Intelligent Automations

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Async Interview

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Frequently Asked Questions

How do I start an integration between practifi and Async Interview?

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

Can we customize how data from practifi is recorded in Async Interview?

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

How often does the data sync between practifi and Async Interview?

The data sync between practifi and Async Interview 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 Async Interview?

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 Async Interview?

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

About Async Interview

Async Interview is the world’s most advanced video interviewing platform, offering pre-recorded interviews customized to meet any recruitment scenario.

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