Connect SatisMeter and practifi to Build Intelligent Automations
Enable Integrations or automations with these events of SatisMeter and practifi
Enable Integrations or automations with these events of SatisMeter and practifi
Triggers
New Survey Response
Triggers when new survey response is created.
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Frequently Asked Questions
To start, connect both your SatisMeter and practifi accounts to viaSocket. Once connected, you can set up a workflow where an event in SatisMeter triggers actions in practifi (or vice versa).
Absolutely. You can customize how SatisMeter 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.
The data sync between SatisMeter and practifi 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 SatisMeter 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.
About SatisMeter
SatisMeter is a powerful tool designed to help businesses measure and improve customer satisfaction through insightful surveys and feedback collection. It provides actionable data to enhance customer experience and drive growth.
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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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