Practifi API
Practifi · Advisor CRM · www.practifi.com
Open docs, keys by approval Last checked Oct 17, 2026
Practifi's API reference is public and sits on top of the Salesforce REST API using the OAuth 2.0 authorization code flow. You need a Practifi org or a partner development environment (email [email protected]) to call it; limits follow the Salesforce org's daily cap.
Developer surface
Open any row to see the page it came from, the exact words on that page and when we checked. "Not found" means we looked on the public pages listed in the note and the fact wasn't there.
| API access | Open docs, keys by approval Checked on the source's own page · Oct 17, 2026“Establishing the handshake between Practifi and another application requires you to create a Connected App in Salesforce setup in one of your Practifi environments”
|
|---|---|
| Developer docs | developer.practifi.com Checked on the source's own page · Oct 17, 2026“The Practifi API is designed to meet the growing needs of our ecosystem of client and partner developers looking to integrate applications with Practifi.”
|
| API style | REST Checked on the source's own page · Oct 17, 2026“Our API is a RESTful web service that sits atop the Salesforce Lightning Platform REST API”
|
| Authentication | OAuth 2.0 (authorization code) Checked on the source's own page · Oct 17, 2026“authorizationCode OAuth Flow”
|
| How to get access | Clients create a Connected App in Salesforce setup in their own Practifi org. Ecosystem partners email [email protected] for a development environment. Checked on the source's own page · Oct 17, 2026“Email [email protected] and our integration team will assist.”
|
| Sandbox | Yes, on request Checked on the source's own page · Oct 17, 2026“talk to us and we can help to quickly create a development environment for you.”
|
| Rate limits | Salesforce platform cap per 24 hours, typically 15,000 + (number of users x 1,000) up to 1,000,000, shared across all of the org's integrations. Checked on the source's own page · Oct 17, 2026“15,000 + (Number of users * 1,000)”
|
| Webhooks | Not found Not found · Oct 17, 2026
|
| SDKs | Not found Not found · Oct 17, 2026
|
| OpenAPI spec | Not found Not found · Oct 17, 2026
|
| Partner program | [object Object] Checked on the source's own page · Oct 17, 2026“Email [email protected] and our integration team will assist.”
|
| Public integration list | Not found Not found · Oct 17, 2026
|
| Ways to connect | Native API Checked on the source's own page · Oct 17, 2026“Our API is a RESTful web service that sits atop the Salesforce Lightning Platform REST API”
|
MCP servers and AI connectors
None recorded. We found no MCP server or AI connector for Practifi on the public pages we checked. See all MCP servers.
What the docs don't say
- The reference does not publish a downloadable spec file; spec URLs tried returned 404.
- No webhooks or SDKs are documented.
- Rate limits are the underlying Salesforce org limits, not Practifi-specific ones.
Changes
No changes recorded since this record was first published (Oct 17, 2026). Changes show up here and in the changelog.
Other advisor crms
AdvisorEngine CRM
Not found
Advyzon
Couldn't read automatically
HubSpot
Open: self-serve docs and keys
Less Annoying CRM
Open: self-serve docs and keys
Redtail CRM
Couldn't read automatically
Salentica
Not found
Something wrong or out of date? Send a correction. We change facts only on public evidence.