Connect SMS.to and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of SMS.to and Advicent Naviplan
Enable Integrations or automations with these events of SMS.to and Advicent Naviplan
Triggers
New Contact
Triggers when a new contact is created in a list.
New Message Sent
Triggers when a new message is sent using SMS.to.
Actions
Estimate Single SMS
Estimate a Single SMS
Create a Contact
Add a new contact in SMS.to
Send Single SMS
Send SMS to a phone number.
Get Recent Optouts
Get optouts detail that were opted out in last 1hr.
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Frequently Asked Questions
To start, connect both your SMS.to and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS.to triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how SMS.to 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.to 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.to 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.to
SMS.To is a powerful platform for sending and receiving SMS messages, enabling businesses to communicate effectively with their customers through text messaging.
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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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