Let's get you started with Cabinpanda and Practifi integration. You will be able to send your submission data from CabinPanda to Practifi.
Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.
Zapier account (It's Free)
We will walk you through the steps of integrating with CabinPanda.
Sign up and create your CabinPanda account. It’s very easy. Once you have created your account, you are ready to integrate with pretty much anything.
Here, you can see all the app categories that CabinPanda can integrate with. If you want, you can search for the specific app that you are looking to integrate with, or browse through the featured apps.
Select the Practifi app and click connect for integration. This will enable integration through Zapier.
Triggers when receive subscription
Create a client, its primary contact and optionally kick off a process.
Update all fields of a client.
Update all fields of a contact.
Update selected fields of a prospect.
Update selected fields of a client.
Update selected fields of a contact.
Creates a new prospect.
Update all fields of a prospect.
8 Zapier actions