Connect practifi and WhatsApp to Build Intelligent Automations
Enable Integrations or automations with these events of practifi and WhatsApp
Enable Integrations or automations with these events of practifi and WhatsApp
Actions
Send WhatsApp Message
Sends a new template message to a specified contact on WhatsApp.
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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 WhatsApp accounts to viaSocket. Once connected, you can set up a workflow where an event in practifi triggers actions in WhatsApp (or vice versa).
Absolutely. You can customize how practifi data is recorded in WhatsApp. This includes choosing which data fields go into which fields of WhatsApp, setting up custom formats, and filtering out unwanted information.
The data sync between practifi and WhatsApp 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 WhatsApp. 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 WhatsApp
WhatsApp is a widely used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.
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