Formstack + Practifi
Create new Practifi clients from Formstack submissions for seamless onboarding
Effortlessly keep your client information up-to-date with this Formstack to Practifi integration. When a new submission is received in Formstack, it will create a client in Practifi to streamline your workflow. Save time and maintain accurate records with this seamless automation.
Effortlessly keep your client information up-to-date with this Formstack to Practifi integration. When a new submission is received in Formstack, it will create a client in Practifi to streamline your workflow. Save time and maintain accurate records with this seamless automation.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Create Client
Create a client, its primary contact and optionally kick off a process.
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- 14 day trial for premium features & apps
New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
Client Key
Client Name
Entity Type
Notes
Segment
Stage
Housing Status
Marital Status
Trading Name
Tax Registration Number
Incorporation Date
Liability
Trading Name
Tax Registration Number
Trust Type
Deed Date
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Key
Salutation
First Name
Last Name
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Type
Street
City
State
Postal Code
Country
Street
City
State
Postal Code
Country
Update usingRequired
Id
Client Key
Client Name
Entity Type
Notes
Segment
Stage
Housing Status
Marital Status
Trading Name
Tax Registration Number
Incorporation Date
Liability
Trading Name
Tax Registration Number
Trust Type
Deed Date
IdRequired
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Id
Key
Salutation
First Name
Last Name
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Type
Street
City
State
Postal Code
Country
Street
City
State
Postal Code
Country
FormRequired
Field identification
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Update usingRequired
Id
Client Key
Client Name
Entity Type
Notes
Segment
Stage
Housing Status
Marital Status
Trading Name
Tax Registration Number
Incorporation Date
Liability
Trading Name
Tax Registration Number
Trust Type
Deed Date
Id
Key
Salutation
First Name
Last Name
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Id
Key
Salutation
First Name
Last Name
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Type
Street
City
State
Postal Code
Country
Street
City
State
Postal Code
Country
Update usingRequired
Id
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
