Connect 8x8 and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New SMS Event
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of 8x8 and Advicent Naviplan
Enable Integrations or automations with these events of 8x8 and Advicent Naviplan
Triggers
New SMS Event
Trigger's when any sms event occur.
Actions
Send SMS
Send a sms.
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Frequently Asked Questions
To start, connect both your 8x8 and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in 8x8 triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how 8x8 data is recorded in Advicent Naviplan. This includes choosing which data fields go into which fields of Advicent Naviplan, setting up custom formats, and filtering out unwanted information.
The data sync between 8x8 and Advicent Naviplan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between 8x8 and Advicent Naviplan. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About 8x8
8x8’s integrated communications platform as a service(CPaaS) providing SMS, Voice, Chat Apps and Video Interaction integrations
Learn MoreAbout Advicent Naviplan
Advicent Naviplan is a comprehensive financial planning software designed to help financial advisors create detailed and personalized financial plans for their clients. It offers robust tools for cash flow analysis, retirement planning, and investment strategies, ensuring advisors can provide tailored advice to meet individual client needs.
Learn More
