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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate Zapier Chrome extension with Practifi - no code necessary. See how you can get setup in minutes.
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Zapier Chrome extension
Zapier Chrome extension
1. Choose trigger event
Practifi
Practifi
2. Choose action
1. Select the event
Setup
Test
Zapier Chrome extension
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Push" from Zapier Chrome extension.
Add your action
An action happens after the trigger—such as "Create Client" in Practifi.
You’re connected!
Zapier seamlessly connects Zapier Chrome extension and Practifi, automating your workflow.
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.
- Instructions
- Input Fields (Optional)
Try ItTriggerInstant- 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
ActionWrite- 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
ActionWrite- Update usingRequired
- Id
- Key
- Salutation
- First Name
- Last NameRequired
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Client Key
ActionWrite
- Message TitleRequired
- Message DetailsRequired
ActionWrite- 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
ActionWrite- Update usingRequired
- Id
- Key
- Salutation
- First Name
- Last NameRequired
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
ActionWrite- Key
- Prospect Name
- Notes
- Start New Prospect Process
- Segment
- Key
- Salutation
- First Name
- Last NameRequired
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Street
- City
- State
- Postal Code
- Country
ActionWrite
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Connect Zapier Chrome extension 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.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier