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Integrate K Factors with Practifi to automate your work

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PractifiPractifi
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate K Factors with Practifi - no code necessary. See how you can get setup in minutes.

Select a trigger from K Factors

A trigger is an event that starts your Zap and runs the workflow. For example, with K Factors, a trigger could be "New Notification."
A trigger is the event that kicks off your automated workflow.

Setup an action from Practifi

An action is what takes place after the automation is triggered. For example, with Practifi, the action could be "Create Client."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected K Factors to Practifi

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your K Factors to Practifi integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn more
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Connect K Factors and Practifi to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect K Factors and Practifi to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Widget id
    • From date
    • To date
    Action
    Write
    • 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 Name
      Required
    • 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
    Action
    Write
    • Update using
      Required
    • Widget 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
      Required
    • 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
    Action
    Write
    • Update using
      Required
    • Widget id
    • Key
    • Salutation
    • First Name
    • Last Name
      Required
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Client Key
    Action
    Write
k-factors logo
k-factors logo
About K Factors
Use K Factors to create notification widgets that convert.
Help
Related categories
  • Ads & Conversion
practifi logo
practifi logo
About Practifi
Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.
Help
Related categories
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