Connect practifi and SquaredUp to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for practifi
Choose an Action
Automatically do this!
Create User
Delete User
Search User
Create Tenant Group
Delete Tenant Group
Update Tenant Group
Upgrade Contact Information
Update Current Tenant
Enable Integrations or automations with these events of practifi and SquaredUp
Enable Integrations or automations with these events of practifi and SquaredUp
Actions
Create User
Create Tenent User.
Delete User
Deleting the User using Email.
Search User
This action search user by email id.
Create Tenant Group
Create a new tenant group with a display name, description.
Delete Tenant Group
Delete an existing tenant group by specifying its unique group ID.
Update Tenant Group
Update the details of an existing tenant group, including its name, description, and associated users.
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Frequently Asked Questions
To start, connect both your practifi and SquaredUp accounts to viaSocket. Once connected, you can set up a workflow where an event in practifi triggers actions in SquaredUp (or vice versa).
Absolutely. You can customize how practifi data is recorded in SquaredUp. This includes choosing which data fields go into which fields of SquaredUp, setting up custom formats, and filtering out unwanted information.
The data sync between practifi and SquaredUp 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 SquaredUp. 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 SquaredUp
SquaredUp provides engineering teams with end-to-end visibility of their business-critical applications, allowing them to monitor and manage the health, performance, and overall status of their systems.
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