Connect Zoho POS and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Zoho POS and Advicent Naviplan
Enable Integrations or automations with these events of Zoho POS and Advicent Naviplan
Triggers
New Bill Is Created
runs when New Bill Is Created
New Item Is Created
runs when New Item Is Created
New Contact Is Added
runs when new contact is added
New Invoice Added
runs when new invoice is added
Actions
Create Contact
Create a contact with billing, shipping and primary contact info.
Update Contact
Update contact details.
Create Inventory Item
Create an inventory item with price, stock, tax and vendor details
Update inventory item
Update an item's details by item ID.
Create Item Group
Create an item group and add items with selling and purchase prices
Create Contact Person
Add a person and their contact details to an existing contact
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Frequently Asked Questions
To start, connect both your Zoho POS and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho POS triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Zoho POS 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 Zoho POS 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 Zoho POS 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 Zoho POS
Zoho POS is a comprehensive point-of-sale solution designed to streamline retail operations, manage inventory, and enhance customer experiences. It offers seamless integration with other Zoho products, providing a unified platform for sales and business management.
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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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