Connect practifi and kwes to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between practifi and kwes?

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

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

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

How often does the data sync between practifi and kwes?

The data sync between practifi and kwes 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 kwes?

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 kwes?

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

About kwes

KwesForms is a complete form service for developers. Comes with form building components, validation, spam protection, and emails.

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