Connect practifi and Google Docs to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for practifi
Choose an Action
Automatically do this!
Create Document From Text
Append Text to Document
Create Document From Template
Get Content of a Document
Enable Integrations or automations with these events of practifi and Google Docs
Enable Integrations or automations with these events of practifi and Google Docs
Triggers
New Document
Lists Google Docs created within the specified recent time window (default 15 minutes).
Actions
Create Document From Text
Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.
Append Text to Document
Insert the provided text into the selected Google Docs document, optionally placing it on a new line.
Create Document From Template
Create a Google Doc from a chosen template, replace template tags with provided values, optionally save it to a folder, and optionally share it with a user or anyone with the link.
Get Content of a Document
Retrieve the document's title and plain-text content from Google Docs using its document ID.
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Step by step guides to integrate practifi and Google Docs
Frequently Asked Questions
To start, connect both your practifi and Google Docs accounts to viaSocket. Once connected, you can set up a workflow where an event in practifi triggers actions in Google Docs (or vice versa).
Absolutely. You can customize how practifi data is recorded in Google Docs. This includes choosing which data fields go into which fields of Google Docs, setting up custom formats, and filtering out unwanted information.
The data sync between practifi and Google Docs typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between practifi and Google Docs. 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.
About practifi
Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.
Learn MoreAbout Google Docs
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
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