Connect practifi and cflow to Build Intelligent Automations

Choose a Trigger

practifi

When this happens...

Choose an Action

cflow

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between practifi and cflow?

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

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

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

How often does the data sync between practifi and cflow?

The data sync between practifi and cflow 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 cflow?

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 cflow?

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

Learn More
cflow

About cflow

Cflow is a cloud-based workflow software that provides a way to create business applications that help increase productivity and reduce costs.

Learn More