Connect practifi and Trengo to Build Intelligent Automations
Enable Integrations or automations with these events of practifi and Trengo
Enable Integrations or automations with these events of practifi and Trengo
Actions
Create a profile
Creates a profile
Get a Contact
Get a Contact by id.
Update a profile
Update a profile by ID.
Delete a profile
Delete a profile by ID.
Create a note
Create a note to profile.
Attach a contact
Attach a contact
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Automate Instagram DM Replies, Reactions, and Team Alerts
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- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your practifi and Trengo accounts to viaSocket. Once connected, you can set up a workflow where an event in practifi triggers actions in Trengo (or vice versa).
Absolutely. You can customize how practifi data is recorded in Trengo. This includes choosing which data fields go into which fields of Trengo, setting up custom formats, and filtering out unwanted information.
The data sync between practifi and Trengo 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 Trengo. 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 Trengo
Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.
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