Integrationspractifitreeapp
practifi + treeapp

Connect practifi and treeapp to Build Intelligent Automations

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practifi

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treeapp

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Frequently Asked Questions

How do I start an integration between practifi and treeapp?

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

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

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

How often does the data sync between practifi and treeapp?

The data sync between practifi and treeapp 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 treeapp?

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 treeapp?

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

About treeapp

Automate your positive impact on the world. Plant a tree for every order, each user, every employee, etc. with Treeapp.

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