Connect practifi and TextIt to Build Intelligent Automations
Enable Integrations or automations with these events of practifi and TextIt
Enable Integrations or automations with these events of practifi and TextIt
Actions
Create Topic
create a new topic.
Create a Group
create a new contact group.
Delete a Group
Deletes a contact group by its name.
Create Campaigns
create a new campaign.
Update Campaigns
update an existing campaign.
Delete Campaign Events
Delete a campaign event.
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your practifi and TextIt accounts to viaSocket. Once connected, you can set up a workflow where an event in practifi triggers actions in TextIt (or vice versa).
Absolutely. You can customize how practifi data is recorded in TextIt. This includes choosing which data fields go into which fields of TextIt, setting up custom formats, and filtering out unwanted information.
The data sync between practifi and TextIt 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 TextIt. 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 TextIt
TextIt provides a way of automating conversational interactions over SMS, messaging bots and phone calls.
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