Connect Survser and practifi to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey is Created
New Survey Response Arrives
Choose an Action
Automatically do this!
- Request a new Action for practifi
Enable Integrations or automations with these events of Survser and practifi
Enable Integrations or automations with these events of Survser and practifi
Triggers
New Survey is Created
Triggers when new survey is created.
New Survey Response Arrives
Runs when a new response arrives for the selected survey
Actions
Show surveys
Displays all surveys in your Survser account.
List Survey Responses
Get responses from a survey.
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Frequently Asked Questions
To start, connect both your Survser and practifi accounts to viaSocket. Once connected, you can set up a workflow where an event in Survser triggers actions in practifi (or vice versa).
Absolutely. You can customize how Survser 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 Survser 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 Survser 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 Survser
Survser is a user and product research tool that allows its users to create and deploy microsurveys within their digital products.
Learn MoreAbout practifi
Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.
Learn More
