Connect practifi and tangelo to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between practifi and tangelo?

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

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

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

How often does the data sync between practifi and tangelo?

The data sync between practifi and tangelo 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 tangelo?

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 tangelo?

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

About tangelo

Tangelo is making employee onboarding approachable and easy. With our simple checklists, employees know exactly what to focus on to get ramped up faster than ever.

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