Connect practifi and autorefs to Build Intelligent Automations

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autorefs

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Frequently Asked Questions

How do I start an integration between practifi and autorefs?

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

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

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

How often does the data sync between practifi and autorefs?

The data sync between practifi and autorefs 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 autorefs?

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 autorefs?

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

About autorefs

AutoRefs is a cloud-based reference checking system that automates the communication process between a company, their applicant, and the referee, cutting out paper-based reference checking and calls from your HR process.

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