Connect practifi and Survser to Build Intelligent Automations
Enable Integrations or automations with these events of practifi and Survser
Enable Integrations or automations with these events of practifi and Survser
Triggers
new survey is created
runs when new survey is created
new survey response arrives
runs when new survey response arrives
Actions
Show surveys
Displays all surveys in your Survser account.
new survey response arrives
runs when new survey response arrives
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Frequently Asked Questions
To start, connect both your practifi and Survser accounts to viaSocket. Once connected, you can set up a workflow where an event in practifi triggers actions in Survser (or vice versa).
Absolutely. You can customize how practifi data is recorded in Survser. This includes choosing which data fields go into which fields of Survser, setting up custom formats, and filtering out unwanted information.
The data sync between practifi and Survser 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 Survser. 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 Survser
Survser is a user and product research tool that allows its users to create and deploy microsurveys within their digital products.
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