Integrationspractifiumbraco
practifi + umbraco

Connect practifi and umbraco to Build Intelligent Automations

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practifi

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umbraco

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Frequently Asked Questions

How do I start an integration between practifi and umbraco?

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

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

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

How often does the data sync between practifi and umbraco?

The data sync between practifi and umbraco 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 umbraco?

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 umbraco?

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

About umbraco

Umbraco is a content management system to help create and update your website. With Umbraco, you get a content management system known and loved for its flexibility and great editing experience.

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