Integrations > Practifi

Practifi Integration

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

Membership Management with Practifi

Raklet integrates with Practifi to enriche your members data whenever a record is updated on Practifi. Explore our triggers and actions to automate your workflows. 

Setup

You can use any of the following third-party integration platforms to connect Raklet with Practifi:

  Zapier

  Make

Learn more about integrations on Help Center.

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