Connect SMS Manager by BulkSMS and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of SMS Manager by BulkSMS and Advicent Naviplan
Enable Integrations or automations with these events of SMS Manager by BulkSMS and Advicent Naviplan
Triggers
Delivery Receipt Received
Runs when a sent message is delivered or fails.
Actions
Send SMS
Send an SMS message to one or more phone numbers.
Create Contact
Adds a new contact to SMS Manager.
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Know More About SMS_Manager and Advicent Naviplan Integrations
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Frequently Asked Questions
To start, connect both your SMS Manager by BulkSMS and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS Manager by BulkSMS triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how SMS Manager by BulkSMS 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 SMS Manager by BulkSMS 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 SMS Manager by BulkSMS 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 SMS Manager by BulkSMS
SMS Manager by BulkSMS.com.au is a bulk SMS and MMS messaging platform. Send and receive text messages via API.
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About 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.
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