Connect practifi and SpreadsheetWeb Hub to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for practifi
Choose an Action
Automatically do this!
- Request a new Action for SpreadsheetWeb Hub
Integrate practifi with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
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 SpreadsheetWeb Hub accounts to viaSocket. Once connected, you can set up a workflow where an event in practifi triggers actions in SpreadsheetWeb Hub (or vice versa).
Absolutely. You can customize how practifi data is recorded in SpreadsheetWeb Hub. This includes choosing which data fields go into which fields of SpreadsheetWeb Hub, setting up custom formats, and filtering out unwanted information.
The data sync between practifi and SpreadsheetWeb Hub 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 SpreadsheetWeb Hub. 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 SpreadsheetWeb Hub
SpreadsheetWeb is a no-code platform that helps businesses translate their Excel spreadsheets into secure, responsive, and database-driven web applications.
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