Practifi Integrations

Name: Zapier
Availability: InStock

Do more with Practifi integrations

Zapier lets you connect Practifi with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Or pick an app to pair with

CloudTalk

Phone & SMS

Google Forms (Legacy)

Forms & Surveys, Google

Jotform

Forms & Surveys

Square

eCommerce, Payment Processing

Docusign

Signatures

Wealthbox CRM

CRM (Customer Relationship Management)

PractiTest

Developer Tools

Slack

Team Chat

Google Calendar

Calendar, Google

CloudTalk

Phone & SMS

Google Forms (Legacy)

Forms & Surveys, Google

Jotform

Forms & Surveys

Square

eCommerce, Payment Processing

Docusign

Signatures

Wealthbox CRM

CRM (Customer Relationship Management)

CloudTalk

Phone & SMS

Google Forms (Legacy)

Forms & Surveys, Google

Jotform

Forms & Surveys

Square

eCommerce, Payment Processing

Docusign

Signatures

Wealthbox CRM

CRM (Customer Relationship Management)

PractiTest

Developer Tools

Slack

Team Chat

Google Calendar

Calendar, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Practifi integrations with Zapier's templates

Create new Practifi clients from Paperform form submissions
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Paperform + Practifi
Create Practifi clients from new Unbounce form submissions
Details
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Unbounce + Practifi
Create Practifi clients from new Leadpages form submissions
Details
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Leadpages + Practifi
Create Practifi clients from new Gravity Forms submissions
Details
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Gravity Forms + Practifi
Create Practifi clients from new Interact leads for seamless lead management
Details
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Interact + Practifi
Create clients in Practifi from new Instapage form submissions
Details
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Instapage + Practifi

Create new Practifi clients from Paperform form submissions

Details

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Paperform + Practifi

Create Practifi clients from new Unbounce form submissions

Details

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Unbounce + Practifi

Create Practifi clients from new Leadpages form submissions

Details

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Leadpages + Practifi

Create Practifi clients from new Gravity Forms submissions

Details

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Gravity Forms + Practifi

Create Practifi clients from new Interact leads for seamless lead management

Details

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Interact + Practifi

Create clients in Practifi from new Instapage form submissions

Details

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Instapage + Practifi

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.

- 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
- 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
- Id
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Client Key
Action
Write
- Update using
  Required
- Id
- Key
- Prospect Name
- Notes
- Segment
- Id
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Street
- City
- State
- Postal Code
- Country
Action
Write

- Update using
  Required
- 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
- Id
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
Action
Write
- Key
- Prospect Name
- Notes
- Start New Prospect Process
- Segment
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Street
- City
- State
- Postal Code
- Country
Action
Write
- Update using
  Required
- Id
- Key
- Prospect Name
- Notes
- Segment
- Id
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Street
- City
- State
- Postal Code
- Country
Action
Write

Practifi Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Practifi

Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Practifi Integrations

Do more with Practifi integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Practifi integrations with Zapier's templates

Create new Practifi clients from Paperform form submissions

Create Practifi clients from new Unbounce form submissions

Create Practifi clients from new Leadpages form submissions

Create Practifi clients from new Gravity Forms submissions

Create Practifi clients from new Interact leads for seamless lead management

Create clients in Practifi from new Instapage form submissions

Create new Practifi clients from Paperform form submissions

Create Practifi clients from new Unbounce form submissions

Create Practifi clients from new Leadpages form submissions

Create Practifi clients from new Gravity Forms submissions

Create Practifi clients from new Interact leads for seamless lead management

Create clients in Practifi from new Instapage form submissions

Supported triggers and actions