Connect practifi and textiful to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between practifi and textiful?

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

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

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

How often does the data sync between practifi and textiful?

The data sync between practifi and textiful 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 textiful?

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 textiful?

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

About textiful

Textiful is a "text to join" service that captures email addresses and other information at live events using SMS text messages.

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