Integrationspractifitinyemail
practifi + tinyemail

Connect practifi and tinyemail to Build Intelligent Automations

Choose a Trigger

practifi

When this happens...

Choose an Action

tinyemail

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between practifi and tinyemail?

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

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

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

How often does the data sync between practifi and tinyemail?

The data sync between practifi and tinyemail 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 tinyemail?

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 tinyemail?

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

Learn More
tinyemail

About tinyemail

Easily connect your brand, send interactive personalized emails, automate your messaging and drive more sales. TinyEmail lets you spend time delivering the perfect message by automating everything else.

Learn More