Connect reviewrail and practifi to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between reviewrail and practifi?

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

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

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

How often does the data sync between reviewrail and practifi?

The data sync between reviewrail and practifi 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 reviewrail to practifi?

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 reviewrail and practifi?

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

reviewrail

About reviewrail

ReviewRail offers Small Businesses a way to automate the feedback request process with their customers. We invite happy customers to share ratings on review sites like Google and Facebook for your business.

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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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