CabinPanda - Integrations / Practifi

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

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Let’s integrate

With the CabinPanda and Practifi, you can:

Let's get you started with Cabinpanda and Practifi integration. You will be able to send your submission data from CabinPanda to Practifi.

More about Practifi:

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

What you need?

CabinPanda account
Zapier account (It's Free)
Practifi account

Step by step guide

We will walk you through the steps of integrating with CabinPanda.

1

Create your CabinPanda account

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.

2

Go to the integrations section of CabinPanda

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.

3

Select Practifi and click connect

Select the Practifi app and click connect for integration. This will enable integration through Zapier.

How it works?

More about Practifi:

Triggers when receive subscription

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.

8 Zapier actions

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Try CabinPanda and experiment with its user-friendly, easy to use, easy to publish online forms that have lots of uses

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CabinPanda and Practifi Integration

Let’s integrate

With the CabinPanda and Practifi, you can:

More about Practifi:

What you need?

Step by step guide

1

Create your CabinPanda account

2

Go to the integrations section of CabinPanda

3

Select Practifi and click connect

1

Create your CabinPanda account

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.

2

Go to the integrations section of CabinPanda

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.

3

Select Practifi and click connect

Select the Practifi app and click connect for integration. This will enable integration through Zapier.

How it works?

More about Practifi:

Create Client

Update Client

Update Contact

Update Prospect Partially

Update Client Partially

Update Contact Partially

Create Prospect

Update Prospect

Try CabinPanda