Practifi integrations
Use Nekton to connect Practifi with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Practifi integrations with Nekton
Create automations that integrate Practifi with other services
Nekton AI can integrate Practifi with many online apps and tools.
Here are some popular integrations you can try to automate your Practifi workflows:
Practifi actions
Nekton can use any feature that is available in Practifi API.
Using our advanced AI, you can easily create custom automations for Practifi.
Here are some typical actions you can do in your automated workflows.
Create Client
Create a client, its primary contact and optionally kick off a process.
Update Client
Update all fields of a client.
Update Contact
Update all fields of a contact.
Update Prospect Partially
Update selected fields of a prospect.
Update Client Partially
Update selected fields of a client.
Update Contact Partially
Update selected fields of a contact.
Create Prospect
Creates a new prospect.
Update Prospect
Update all fields of a prospect.
About Practifi
Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.