Connect SquaredUp and practifi to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SquaredUp
Choose an Action
Automatically do this!
- Request a new Action for practifi
Enable Integrations or automations with these events of SquaredUp and practifi
Enable Integrations or automations with these events of SquaredUp and practifi
Actions
Create User
Create Tenent User.
Delete User
Deleting the User using Email.
Search User
This action search user by email id.
Create Tenant Group
Create a new tenant group with a display name, description.
Delete Tenant Group
Delete an existing tenant group by specifying its unique group ID.
Update Tenant Group
Update the details of an existing tenant group, including its name, description, and associated users.
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Frequently Asked Questions
To start, connect both your SquaredUp and practifi accounts to viaSocket. Once connected, you can set up a workflow where an event in SquaredUp triggers actions in practifi (or vice versa).
Absolutely. You can customize how SquaredUp 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 SquaredUp 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 SquaredUp 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 SquaredUp
SquaredUp provides engineering teams with end-to-end visibility of their business-critical applications, allowing them to monitor and manage the health, performance, and overall status of their systems.
Learn MoreAbout 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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