Connect practifi and Split CSV to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for practifi
Choose an Action
Automatically do this!
- Request a new Action for Split CSV
Integrate practifi with your favorite apps
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This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your practifi and Split CSV accounts to viaSocket. Once connected, you can set up a workflow where an event in practifi triggers actions in Split CSV (or vice versa).
Absolutely. You can customize how practifi data is recorded in Split CSV. This includes choosing which data fields go into which fields of Split CSV, setting up custom formats, and filtering out unwanted information.
The data sync between practifi and Split CSV 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 Split CSV. 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 Split CSV
Split CSV is the easiest way to split a CSV file: split a large file into multiple files by file size, number of files, number of lines per file, or number of records per file. You can also remove columns, eliminate duplicates and more!
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