IntegrationspractifiElastic Path
practifi + Elastic Path

Connect practifi and Elastic Path to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between practifi and Elastic Path?

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

Can we customize how data from practifi is recorded in Elastic Path?

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

How often does the data sync between practifi and Elastic Path?

The data sync between practifi and Elastic Path 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 Elastic Path?

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 Elastic Path?

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

About Elastic Path

Elasticpath is a leading provider of headless commerce solutions, enabling businesses to create highly customizable and scalable eCommerce experiences. With Elasticpath, companies can seamlessly integrate commerce capabilities into any digital touchpoint, providing a flexible and dynamic shopping experience for their customers.

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