Practifi Integrations


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YouTube
Google +1
Google, Video & AudioJotForm
Forms & SurveysScheduleOnce
Scheduling & BookingHubSpot
Marketing AutomationGoogle Slides
Documents +1
Documents, GooglePreciseFP
Forms & SurveysCopper
CRM (Customer Relationship Management)Adobe Creative Cloud Libraries
File Management & StorageThe following Practifi Triggers, Searches, Filters, and Actions are supported by Zapier:
Actions
- Create Client
Create a client, its primary contact and optionally kick off a process.
- Update Client Partially
Update selected fields of a client.
- Update Client
Update all fields of a client.
- Update Contact Partially
Update selected fields of a contact.
- Update Contact
Update all fields of a contact.
- Create Prospect
Creates a new prospect.
- Update Prospect Partially
Update selected fields of a prospect.
- Update Prospect
Update all fields of a prospect.
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