IntegrationsZoho Formspractifi
Zoho Forms + practifi

Connect Zoho Forms and practifi to Build Intelligent Automations

Choose a Trigger

Zoho Forms

When this happens...

Choose an Action

practifi

Automatically do this!

Enable Integrations or automations with these events of Zoho Forms and practifi

Enable Integrations or automations with these events of Zoho Forms and practifi

Actions

Get Forms

Get Forms

Get all Forms

Get Applications

Get Applications

Request a new Action for Zoho Forms

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Frequently Asked Questions

How do I start an integration between Zoho Forms and practifi?

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

Can we customize how data from Zoho Forms is recorded in practifi?

Absolutely. You can customize how Zoho Forms 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 Zoho Forms and practifi?

The data sync between Zoho Forms 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 Zoho Forms 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 Zoho Forms and practifi?

Yes, you can set conditional logic to control the flow of data between Zoho Forms 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.

Zoho Forms

About Zoho Forms

Zoho Forms is a versatile online form builder that allows users to create, share, and manage forms effortlessly. It is designed to help businesses and individuals collect data, gather feedback, and streamline workflows with ease. With a wide range of customizable templates and integrations, Zoho Forms is ideal for creating surveys, registration forms, and more.

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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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