A unique identifier for the Client, usually the identifier from the source external system from which the client is derived. This is useful for future updates from the external system and reconciliation of data between systems.

If your clients are segmented (for example Gold, Silver, Bronze) then you can use this field to pass the segment to Practifi. To make things easier the string value of the segments used should be set up in the Practifi settings before activating your zap.

If your clients are staged (for example Onboarding, Steady State) then you can use this field to pass the stage to Practifi. To make things easier the string value of the stages used should be set up in the Practifi settings before activating your zap.

Values should match the picklist Salutation field in the Practifi Contact object

Phone fields in Practifi follow standard phone formatting that enables the number to be called directly. Please ensure that the number adheres to this if you wish to use the functionality in Practifi.

Phone formatting that enables the number to be called directly.

String values should match those contact types set up in Practifi Settings, relationship types before activating your zap.

The residential or street address for the client.

Select "Id" to update record using object Id. Select "Key" to update using object Key.

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

Practifi

Google Sheets

Webhooks by Zapier

Typeform

Webflow

Square

Zapier Chrome extension

HubSpot

ActiveCampaign

Cognito Forms

Gmail

Slack

Google Calendar

Mailchimp

Google Drive

Facebook Lead Ads

Google Forms

Calendly

Discord

Airtable

Microsoft Outlook

Facebook Pages

Asana

YouTube

Gravity Forms

Email Parser by Zapier

Jotform

Pipedrive

monday.com

Microsoft Excel

Kajabi

Google Ads

Klaviyo

Constant Contact

LinkedIn Ads

Xero

LinkedIn

OnceHub

Manychat

Google Slides

Formstack

Copper

Wealthbox CRM

Mailchimp Transactional

PreciseFP

Adobe Creative Cloud Libraries

WordPress (Legacy)

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Interfaces

Zapier Automation Platform

By role

By workflow

By company size

Streamline team comms

Drive growth—at scale

By role

Learn more

Get help

Zapier quick-start guide

Developer resources

Browse Apps by Name - P - Practifi

Practifi

Practifi