Connect Acadle and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
User Activated
User Deactivated
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Acadle and Advicent Naviplan
Enable Integrations or automations with these events of Acadle and Advicent Naviplan
Triggers
New User
Triggers when a new user is created.
User Activated
Triggers when a new user is activated.
User Deactivated
Triggers when a new user is deactivated.
Actions
Create User
Action for Creates a User /invite
Get User List
Get User List
List Groups
Get User Profile
Get User Profile
Update User Status
Activate or deactivate a user in your Acadle account by Email
Create Access Group
Create a new access group.
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Frequently Asked Questions
To start, connect both your Acadle and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Acadle triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Acadle 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 Acadle 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 Acadle 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 Acadle
Acadle is an online learning management system (LMS) that allows organizations to create, manage, and deliver educational courses and training programs. It provides tools for course creation, user management, and progress tracking, making it ideal for businesses, educational institutions, and training providers.
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
